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
$633M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.13M
3
+$3M
4
UNH icon
UnitedHealth
UNH
+$2.65M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.63M
2
+$2.34M
3
+$2.34M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Technology 29.06%
2 Healthcare 14.84%
3 Consumer Discretionary 10.02%
4 Industrials 8.02%
5 Financials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.43%
115,837
+31,607
77
$2.7M 0.43%
21,009
-450
78
$2.51M 0.4%
7,218
+290
79
$2.28M 0.36%
44,643
-7,440
80
$2.18M 0.34%
7,062
81
$2.07M 0.33%
10,528
-2,176
82
$2.05M 0.32%
5,327
-20
83
$2.01M 0.32%
10,542
-90
84
$1.98M 0.31%
23,894
-14,186
85
$1.88M 0.3%
+77,510
86
$1.88M 0.3%
47,609
-40,416
87
$1.82M 0.29%
25,611
-51,021
88
$1.79M 0.28%
+80,800
89
$1.69M 0.27%
30,558
-11,303
90
$1.59M 0.25%
32,775
-3,225
91
$1.47M 0.23%
41,946
-49,566
92
$1.42M 0.22%
29,827
+410
93
$1.38M 0.22%
8,125
94
$1.38M 0.22%
20,299
-9,090
95
$1.37M 0.22%
17,885
-207
96
$1.33M 0.21%
38,879
+60
97
$1.21M 0.19%
2,722
-86
98
$1.13M 0.18%
7,568
-10
99
$1.13M 0.18%
11,821
-6,002
100
$1.09M 0.17%
11,481
-440
2 3
4
5 6