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
$274M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.04M
3
+$394K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$393K
5
MSFT icon
Microsoft
MSFT
+$388K

Top Sells

1
+$1.76M
2
+$758K
3
+$709K
4
CELG
Celgene Corp
CELG
+$654K
5
PANW icon
Palo Alto Networks
PANW
+$600K

Sector Composition

1 Technology 25.02%
2 Financials 13.82%
3 Consumer Discretionary 12.41%
4 Industrials 10.75%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$725K 0.27%
1,853
-237
77
$658K 0.24%
2,413
+300
78
$645K 0.24%
6,072
-565
79
$593K 0.22%
23,920
-3,000
80
$545K 0.2%
8,545
+2,665
81
$510K 0.19%
4,300
82
$482K 0.18%
8,702
+1,545
83
$481K 0.18%
3,962
-1,775
84
$425K 0.16%
4,337
85
$394K 0.14%
16,650
+250
86
$383K 0.14%
4,900
-5,000
87
$377K 0.14%
4,788
+1,279
88
$371K 0.14%
7,350
-15,010
89
$367K 0.13%
5,578
-980
90
$363K 0.13%
+4,996
91
$350K 0.13%
7,900
92
$344K 0.13%
7,250
-690
93
$330K 0.12%
4,224
+1,115
94
$326K 0.12%
1,921
95
$326K 0.12%
3,825
+18
96
$321K 0.12%
4,924
97
$292K 0.11%
4,996
-688
98
$268K 0.1%
1,894
99
$266K 0.1%
5,368
100
$244K 0.09%
2,329
+350
1 2 3
4
5