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
$876M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.48M
3
+$1.45M
4
ASML icon
ASML
ASML
+$1.44M
5
LEN icon
Lennar Class A
LEN
+$1.28M

Top Sells

1
+$3.46M
2
+$1.73M
3
+$1.58M
4
MA icon
Mastercard
MA
+$1.49M
5
XYZ
Block Inc
XYZ
+$1.45M

Sector Composition

1 Technology 37.05%
2 Healthcare 13.05%
3 Communication Services 10.3%
4 Consumer Discretionary 10.01%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.32%
17,352
-8,960
77
$2.6M 0.3%
22,581
-1,707
78
$2.57M 0.29%
12,766
-4,322
79
$2.55M 0.29%
25,944
+14,790
80
$2.53M 0.29%
116,026
-26,766
81
$2.5M 0.28%
36,000
82
$2.14M 0.24%
+16,288
83
$2.02M 0.23%
4,242
+40
84
$1.98M 0.23%
31,306
-368
85
$1.91M 0.22%
6,400
+250
86
$1.78M 0.2%
32,075
+3,750
87
$1.63M 0.19%
4,210
-22
88
$1.62M 0.18%
9,932
+574
89
$1.52M 0.17%
26,900
-8,475
90
$1.51M 0.17%
38,608
+3,644
91
$1.48M 0.17%
+10,362
92
$1.43M 0.16%
2,757
+52
93
$1.39M 0.16%
8,125
-110
94
$1.3M 0.15%
13,987
95
$1.28M 0.15%
+11,403
96
$1.26M 0.14%
4,109
97
$1.25M 0.14%
7,900
-3,262
98
$1.24M 0.14%
3,128
+222
99
$1.16M 0.13%
5,113
+200
100
$1.14M 0.13%
13,977
+500
2 3
4
5 6