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
$822M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.34M
3
+$1.88M
4
APH icon
Amphenol
APH
+$1.36M
5
TSM icon
TSMC
TSM
+$1.3M

Top Sells

1
+$2.83M
2
+$1.89M
3
+$1.2M
4
NTES icon
NetEase
NTES
+$1.15M
5
BA icon
Boeing
BA
+$784K

Sector Composition

1 Technology 36.69%
2 Healthcare 12.8%
3 Communication Services 10.74%
4 Consumer Discretionary 9.42%
5 Financials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.38%
142,792
+10,209
77
$2.8M 0.34%
24,288
+525
78
$2.6M 0.32%
20,441
+1,575
79
$2.57M 0.31%
29,531
+60
80
$2.45M 0.3%
11,162
-794
81
$2.23M 0.27%
36,000
82
$2.23M 0.27%
8,637
83
$1.89M 0.23%
15,512
-23,218
84
$1.86M 0.23%
35,375
-2,135
85
$1.81M 0.22%
4,202
-672
86
$1.8M 0.22%
11,941
+2,300
87
$1.72M 0.21%
31,674
-420
88
$1.68M 0.2%
6,150
-26
89
$1.58M 0.19%
23,285
+1,365
90
$1.52M 0.19%
4,232
-430
91
$1.48M 0.18%
28,325
+3,890
92
$1.4M 0.17%
9,358
-1,048
93
$1.35M 0.16%
8,235
94
$1.31M 0.16%
34,964
+8,209
95
$1.3M 0.16%
2,705
-6
96
$1.13M 0.14%
4,109
97
$1.11M 0.14%
13,477
-53
98
$1.08M 0.13%
11,154
99
$1.08M 0.13%
40,919
+2,000
100
$1.07M 0.13%
4,913
2 3
4
5 6