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
$714M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.57M
3
+$3.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.17M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.36M

Top Sells

1
+$1.74M
2
+$1.73M
3
+$1.03M
4
INTU icon
Intuit
INTU
+$900K
5
PYPL icon
PayPal
PYPL
+$874K

Sector Composition

1 Technology 32.44%
2 Healthcare 13.05%
3 Consumer Discretionary 9.83%
4 Industrials 7.14%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.07M 0.43%
8,458
+1,240
77
$3.02M 0.42%
27,356
-2,655
78
$2.97M 0.42%
124,842
+9,005
79
$2.83M 0.4%
15,872
-33
80
$2.72M 0.38%
95,888
81
$2.6M 0.36%
65,831
+59,831
82
$2.54M 0.36%
5,371
-492
83
$2.54M 0.36%
101,680
+24,170
84
$2.54M 0.35%
110,820
+30,020
85
$2.47M 0.35%
44,747
+104
86
$2.38M 0.33%
5,791
+464
87
$2.16M 0.3%
8,434
-47
88
$2.15M 0.3%
6,972
-90
89
$2.08M 0.29%
32,775
90
$1.95M 0.27%
8,604
-1,924
91
$1.91M 0.27%
8,968
-1,574
92
$1.72M 0.24%
29,581
-977
93
$1.69M 0.24%
8,164
-476
94
$1.69M 0.24%
22,145
-1,749
95
$1.51M 0.21%
28,940
-887
96
$1.34M 0.19%
4,181
+843
97
$1.29M 0.18%
+11,965
98
$1.25M 0.17%
20,227
+1,606
99
$1.15M 0.16%
2,503
-219
100
$1.14M 0.16%
17,830
+250
2 3
4
5 6