LWM

Lyell Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.97M
3
+$1.21M
4
BIDU icon
Baidu
BIDU
+$636K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$535K

Top Sells

1
+$1.3M
2
+$1.25M
3
+$883K
4
PM icon
Philip Morris
PM
+$564K
5
SLB icon
SLB Ltd
SLB
+$510K

Sector Composition

1 Technology 19.85%
2 Financials 15.16%
3 Consumer Discretionary 13.79%
4 Industrials 12.32%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.09%
1,639
102
$217K 0.09%
3,644
+38
103
$217K 0.09%
1,400
104
$214K 0.09%
1,979
-12,628
105
$213K 0.08%
1,369
-49
106
$159K 0.06%
11,450
107
– –
-8,694
108
– –
-5,600
109
– –
-5,035
110
– –
-8,804
1 2 3 4
5