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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.64M
3
+$3.93M
4
JPM icon
JPMorgan Chase
JPM
+$3.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.51%
2 Industrials 15.42%
3 Consumer Discretionary 11.96%
4 Healthcare 9.76%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.22%
+3,152
77
$328K 0.2%
+4,054
78
$328K 0.2%
+7,900
79
$327K 0.2%
+4,737
80
$308K 0.19%
+2,192
81
$285K 0.18%
+2,570
82
$269K 0.17%
+8,804
83
$262K 0.16%
+4,629
84
$257K 0.16%
+8,600
85
$248K 0.15%
+7,880
86
$234K 0.15%
+4,000
87
$233K 0.14%
+3,569
1 2 3
4