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
$1.05B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$4.63M
3
+$3.37M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.85M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.6M

Top Sells

1
+$4.4M
2
+$2.4M
3
+$2.16M
4
TEAM icon
Atlassian
TEAM
+$1.87M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.68M

Sector Composition

1 Technology 38.03%
2 Healthcare 10.29%
3 Communication Services 9%
4 Consumer Discretionary 8.54%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.87M 0.37%
19,062
+99
77
$3.72M 0.36%
25,543
+2,490
78
$3.67M 0.35%
37,598
+4,762
79
$3.48M 0.33%
6,367
-171
80
$3.42M 0.33%
41,320
+6,149
81
$3.31M 0.32%
10,022
+55
82
$3.12M 0.3%
54,677
-5,240
83
$3.11M 0.3%
18,945
-4,317
84
$3.03M 0.29%
13,400
+1,215
85
$2.98M 0.28%
50,840
-4,090
86
$2.96M 0.28%
21,539
+145
87
$2.85M 0.27%
47,535
+4,745
88
$2.76M 0.26%
25,877
+900
89
$2.67M 0.25%
16,630
+490
90
$2.64M 0.25%
6,494
91
$2.62M 0.25%
33,615
-27,806
92
$2.52M 0.24%
14,234
-10,569
93
$2.52M 0.24%
7,959
+1,830
94
$2.32M 0.22%
29,667
-4,097
95
$2.28M 0.22%
26,880
96
$2.25M 0.21%
2,481
+18
97
$2.15M 0.21%
4,495
+538
98
$1.92M 0.18%
20,701
-1,913
99
$1.92M 0.18%
16,665
+3,989
100
$1.75M 0.17%
16,062
-22,072
2 3
4
5 6