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
$534M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.58M
3
+$3.58M
4
WORK
Slack Technologies, Inc.
WORK
+$3.16M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.13M

Top Sells

1
+$3.52M
2
+$2.82M
3
+$2.41M
4
GWRE icon
Guidewire Software
GWRE
+$893K
5
SHOP icon
Shopify
SHOP
+$753K

Sector Composition

1 Technology 38.51%
2 Healthcare 13.92%
3 Communication Services 9.32%
4 Consumer Discretionary 8.83%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.21%
21,397
-54,385
77
$1.02M 0.19%
36,000
78
$1M 0.19%
9,612
+1,900
79
$960K 0.18%
5,420
+50
80
$939K 0.18%
2,764
-292
81
$919K 0.17%
15,967
-41,901
82
$909K 0.17%
10,000
83
$869K 0.16%
11,492
84
$755K 0.14%
4,432
-322
85
$755K 0.14%
11,773
+1,793
86
$664K 0.12%
4,087
+122
87
$660K 0.12%
25,500
88
$626K 0.12%
2,462
+441
89
$584K 0.11%
5,008
+116
90
$576K 0.11%
1,714
-153
91
$565K 0.11%
2,481
+1,186
92
$549K 0.1%
22,809
-12,325
93
$516K 0.1%
3,098
+11
94
$508K 0.1%
22,959
-1,000
95
$495K 0.09%
3,326
+266
96
$481K 0.09%
2,216
97
$450K 0.08%
1,782
-1,597
98
$442K 0.08%
7,000
-125
99
$437K 0.08%
3,141
+343
100
$425K 0.08%
+11,650
2 3
4
5 6