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
$274M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.04M
3
+$394K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$393K
5
MSFT icon
Microsoft
MSFT
+$388K

Top Sells

1
+$1.76M
2
+$758K
3
+$709K
4
CELG
Celgene Corp
CELG
+$654K
5
PANW icon
Palo Alto Networks
PANW
+$600K

Sector Composition

1 Technology 25.02%
2 Financials 13.82%
3 Consumer Discretionary 12.41%
4 Industrials 10.75%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.09%
1,620
102
$221K 0.08%
1,400
103
$219K 0.08%
+9,038
104
$218K 0.08%
+6,600
105
$216K 0.08%
4,200
-930
106
$200K 0.07%
1,430
107
$186K 0.07%
+11,480
108
$144K 0.05%
11,450
109
$101K 0.04%
+10,750
110
$61K 0.02%
+12,150
111
– –
-1,136
112
– –
-7,329
1 2 3 4
5