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
$1.05B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$4.63M
3
+$3.37M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.85M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.6M

Top Sells

1
+$4.4M
2
+$2.4M
3
+$2.16M
4
TEAM icon
Atlassian
TEAM
+$1.87M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.68M

Sector Composition

1 Technology 38.03%
2 Healthcare 10.29%
3 Communication Services 9%
4 Consumer Discretionary 8.54%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.35M 0.7%
309,868
+30,342
52
$7.27M 0.69%
149,510
+14,102
53
$7.2M 0.69%
302,208
+15,810
54
$6.53M 0.62%
53,563
-2,214
55
$6.48M 0.62%
261,751
+28,450
56
$6.36M 0.61%
84,343
-2,918
57
$6.07M 0.58%
13,749
+2,235
58
$6.05M 0.58%
52,866
+1,608
59
$5.83M 0.56%
56,064
-1,067
60
$5.63M 0.54%
248,200
+32,420
61
$5.57M 0.53%
14,902
+1,196
62
$5.51M 0.53%
37,196
+73
63
$5.14M 0.49%
84,203
64
$5.09M 0.49%
30,836
+2,364
65
$5.03M 0.48%
236,645
+18,610
66
$5.02M 0.48%
74,156
+68,349
67
$4.7M 0.45%
10,061
-2,791
68
$4.68M 0.45%
186,199
-61,447
69
$4.65M 0.44%
26,367
+19,148
70
$4.52M 0.43%
45,484
+575
71
$4.43M 0.42%
5,633
+114
72
$4.37M 0.42%
177,925
+16,275
73
$4.36M 0.42%
8,556
+985
74
$4.23M 0.4%
9,699
-3,300
75
$4.18M 0.4%
105,224
-292
1 2
3
4 5