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
$686M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.91M
3
+$3.36M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.21M
5
SNOW icon
Snowflake
SNOW
+$2.87M

Top Sells

1
+$3.32M
2
+$2.01M
3
+$1.33M
4
TEAM icon
Atlassian
TEAM
+$1.22M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Sector Composition

1 Technology 35.05%
2 Healthcare 12.25%
3 Communication Services 10.4%
4 Consumer Discretionary 8.75%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.14M 0.31%
41,125
+16,925
77
$1.94M 0.28%
8,724
+9
78
$1.89M 0.28%
16,206
+1,288
79
$1.7M 0.25%
4,284
+1,483
80
$1.64M 0.24%
31,705
-13,029
81
$1.54M 0.22%
+18,179
82
$1.52M 0.22%
4,710
-6,223
83
$1.49M 0.22%
5,830
-22
84
$1.38M 0.2%
2,886
+408
85
$1.23M 0.18%
36,000
86
$1.21M 0.18%
18,963
-7,118
87
$1.21M 0.18%
15,380
+6,060
88
$1.19M 0.17%
9,636
+15
89
$1.17M 0.17%
31,119
-12,450
90
$1.14M 0.17%
7,110
+1,690
91
$1.13M 0.16%
12,832
+4,482
92
$1.04M 0.15%
12,585
+4,000
93
$1.03M 0.15%
10,010
+10
94
$986K 0.14%
+11,505
95
$982K 0.14%
4,588
+2,400
96
$975K 0.14%
9,304
-251
97
$968K 0.14%
5,695
+2,577
98
$950K 0.14%
12,845
+6,725
99
$937K 0.14%
3,855
+763
100
$915K 0.13%
3,677
+590
2 3
4
5 6