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
$456M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.51M
3
+$3.31M
4
TWLO icon
Twilio
TWLO
+$3.09M
5
DOCU icon
DocuSign
DOCU
+$2.49M

Top Sells

1
+$7.14M
2
+$3.13M
3
+$3.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.8M
5
BA icon
Boeing
BA
+$1.32M

Sector Composition

1 Technology 39.75%
2 Healthcare 13.58%
3 Communication Services 9.78%
4 Consumer Discretionary 8.25%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$759K 0.17%
7,712
-100
77
$744K 0.16%
4,754
+335
78
$638K 0.14%
+43,630
79
$637K 0.14%
11,492
-7,250
80
$617K 0.14%
8,565
-15
81
$593K 0.13%
25,500
-5,244
82
$585K 0.13%
+9,980
83
$578K 0.13%
1,867
+539
84
$564K 0.12%
23,959
85
$548K 0.12%
7,125
86
$511K 0.11%
4,892
+741
87
$477K 0.1%
2,021
+11
88
$476K 0.1%
3,379
-890
89
$430K 0.09%
3,060
-405
90
$425K 0.09%
2,216
91
$416K 0.09%
3,965
-535
92
$415K 0.09%
5,025
-725
93
$400K 0.09%
4,205
94
$372K 0.08%
683
+18
95
$348K 0.08%
2,956
-43
96
$347K 0.08%
7,067
+125
97
$346K 0.08%
2,110
-100
98
$343K 0.08%
+3,087
99
$343K 0.08%
+6,275
100
$338K 0.07%
1,700
2 3
4
5 6