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
$297M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.3M
3
+$815K
4
AMGN icon
Amgen
AMGN
+$801K
5
CSX icon
CSX Corp
CSX
+$759K

Top Sells

1
+$2.15M
2
+$1.52M
3
+$1.51M
4
PANW icon
Palo Alto Networks
PANW
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$897K

Sector Composition

1 Technology 25.79%
2 Financials 13.58%
3 Industrials 11.24%
4 Consumer Discretionary 10.44%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$751K 0.25%
26,134
-2,000
77
$723K 0.24%
+36,000
78
$667K 0.22%
2,284
-129
79
$650K 0.22%
8,112
+3,188
80
$633K 0.21%
5,422
-650
81
$627K 0.21%
25,295
+1,375
82
$547K 0.18%
7,950
-595
83
$540K 0.18%
+7,000
84
$485K 0.16%
4,300
85
$478K 0.16%
3,462
-500
86
$466K 0.16%
+1,500
87
$462K 0.16%
4,337
88
$457K 0.15%
10,000
+2,650
89
$457K 0.15%
8,702
90
$421K 0.14%
4,788
91
$416K 0.14%
16,650
92
$400K 0.13%
1,921
93
$384K 0.13%
3,575
-250
94
$368K 0.12%
7,900
95
$352K 0.12%
4,224
96
$331K 0.11%
7,100
-150
97
$319K 0.11%
4,681
-315
98
$319K 0.11%
4,496
-500
99
$308K 0.1%
1,894
100
$294K 0.1%
3,765
-1,135
1 2 3
4
5