LWM

Lyell Wealth Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.3%
This Quarter Est. Return
1 Year Est. Return
+23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.57M
3
+$3.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.17M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.36M

Top Sells

1
+$1.74M
2
+$1.73M
3
+$1.03M
4
INTU icon
Intuit
INTU
+$900K
5
PYPL icon
PayPal
PYPL
+$874K

Sector Composition

1 Technology 32.44%
2 Healthcare 13.05%
3 Consumer Discretionary 9.83%
4 Industrials 7.14%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.57M 0.78%
227,085
+7,591
52
$5.48M 0.77%
54,112
-3,370
53
$5.22M 0.73%
12,646
+2,857
54
$4.86M 0.68%
52,250
+1,700
55
$4.8M 0.67%
58,490
56
$4.56M 0.64%
11,150
-986
57
$4.47M 0.63%
24,527
-633
58
$4.24M 0.59%
43,110
-1,827
59
$4.19M 0.59%
83,675
+85
60
$4.14M 0.58%
30,968
+429
61
$4.14M 0.58%
67,990
62
$4.08M 0.57%
11,804
-830
63
$4.05M 0.57%
27,994
+153
64
$3.92M 0.55%
5,866
-45
65
$3.87M 0.54%
162,942
+17,585
66
$3.78M 0.53%
24,469
+2,976
67
$3.57M 0.5%
+87,178
68
$3.56M 0.5%
35,867
+6,649
69
$3.52M 0.49%
55,395
-5,427
70
$3.5M 0.49%
27,055
-1,043
71
$3.38M 0.47%
118,326
-16,122
72
$3.36M 0.47%
26,042
+2,205
73
$3.27M 0.46%
19,096
-1,913
74
$3.21M 0.45%
+50,701
75
$3.17M 0.44%
+44,384
1 2
3
4 5