LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-13.79%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(-19%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-4.82%
Top 10 Holdings %
Top 10 Hldgs %
29.43%
Holding
124
New
5
Increased
26
Reduced
54
Closed
15
Top Buys
| 1 |
Walt Disney
DIS
|
$2.85M |
| 2 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$2.32M |
| 3 |
Intuitive Surgical
ISRG
|
$439K |
| 4 |
Bank of America
BAC
|
$409K |
| 5 |
Amplify Video Game Tech ETF
GAMR
|
$386K |
Top Sells
| 1 |
D.R. Horton
DHI
|
$1.58M |
| 2 |
Comerica
CMA
|
$1.43M |
| 3 |
Weyerhaeuser
WY
|
$1.17M |
| 4 |
Stanley Black & Decker
SWK
|
$1.06M |
| 5 |
STI
SunTrust Banks, Inc.
STI
|
$1.03M |
Sector Composition
| 1 | Technology | 25.99% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 10.73% |
| 4 | Industrials | 10.01% |
| 5 | Consumer Discretionary | 9.58% |
