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
$300M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.74M
3
+$3.23M
4
VZ icon
Verizon
VZ
+$3.11M
5
SYK icon
Stryker
SYK
+$2.78M

Top Sells

1
+$3.26M
2
+$2.38M
3
+$2.17M
4
STI
SunTrust Banks, Inc.
STI
+$1.54M
5
DHI icon
D.R. Horton
DHI
+$1.12M

Sector Composition

1 Technology 29.84%
2 Financials 10.13%
3 Healthcare 10.1%
4 Consumer Discretionary 9.15%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$767K 0.26%
30,744
77
$760K 0.25%
10,261
-4,240
78
$731K 0.24%
25,104
79
$667K 0.22%
8,365
80
$647K 0.22%
5,300
+1,000
81
$629K 0.21%
25,295
82
$587K 0.2%
13,165
+3,235
83
$563K 0.19%
+3,890
84
$539K 0.18%
10,497
-1,895
85
$509K 0.17%
1,793
+43
86
$484K 0.16%
3,462
87
$483K 0.16%
10,000
88
$460K 0.15%
4,205
-132
89
$456K 0.15%
3,515
90
$455K 0.15%
7,000
91
$455K 0.15%
+24,959
92
$437K 0.15%
+3,972
93
$432K 0.14%
5,405
+724
94
$402K 0.13%
16,400
-150
95
$375K 0.13%
3,604
-590
96
$373K 0.12%
7,900
97
$372K 0.12%
+2,370
98
$354K 0.12%
6,375
-900
99
$352K 0.12%
4,338
-477
100
$345K 0.12%
1,550
+50
1 2 3
4
5