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
$240M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.32M
3
+$439K
4
BAC icon
Bank of America
BAC
+$409K
5
GAMR icon
Amplify Video Game Tech ETF
GAMR
+$386K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.17M
4
SWK icon
Stanley Black & Decker
SWK
+$1.06M
5
STI
SunTrust Banks, Inc.
STI
+$1.03M

Sector Composition

1 Technology 25.99%
2 Financials 13.14%
3 Healthcare 10.73%
4 Industrials 10.01%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$610K 0.25%
16,627
-11,361
77
$580K 0.24%
12,392
-11,532
78
$554K 0.23%
5,682
+260
79
$521K 0.22%
4,300
80
$475K 0.2%
4,400
-1,743
81
$471K 0.2%
10,000
82
$447K 0.19%
3,462
83
$440K 0.18%
1,750
-534
84
$438K 0.18%
7,000
85
$413K 0.17%
4,337
86
$407K 0.17%
3,515
-60
87
$386K 0.16%
+9,930
88
$386K 0.16%
4,194
-30
89
$374K 0.16%
7,900
90
$365K 0.15%
1,921
91
$353K 0.15%
7,652
-1,050
92
$349K 0.15%
7,275
-675
93
$344K 0.14%
4,681
94
$332K 0.14%
16,550
-100
95
$323K 0.13%
4,815
+27
96
$285K 0.12%
1,500
97
$282K 0.12%
7,100
98
$269K 0.11%
4,496
99
$262K 0.11%
1,894
100
$242K 0.1%
1,710
1 2 3
4
5