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
$300M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.74M
3
+$3.23M
4
VZ icon
Verizon
VZ
+$3.11M
5
SYK icon
Stryker
SYK
+$2.78M

Top Sells

1
+$3.26M
2
+$2.38M
3
+$2.17M
4
STI
SunTrust Banks, Inc.
STI
+$1.54M
5
DHI icon
D.R. Horton
DHI
+$1.12M

Sector Composition

1 Technology 29.84%
2 Financials 10.13%
3 Healthcare 10.1%
4 Consumer Discretionary 9.15%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.11%
6,837
-815
102
$297K 0.1%
+6,917
103
$288K 0.1%
4,496
104
$286K 0.1%
6,775
-325
105
$280K 0.09%
2,606
-1,794
106
$278K 0.09%
1,685
-25
107
$267K 0.09%
1,594
-300
108
$243K 0.08%
5,000
109
$241K 0.08%
1,591
110
$240K 0.08%
562
-7,643
111
$226K 0.08%
+1,400
112
$220K 0.07%
+846
113
$216K 0.07%
+1,411
114
$214K 0.07%
+1,543
115
$203K 0.07%
+1,500
116
$155K 0.05%
10,056
-974
117
$105K 0.04%
10,750
118
$67K 0.02%
11,450
119
$12K ﹤0.01%
867
120
– –
-15,642
121
– –
-10,480
122
– –
-1,921
123
– –
-1,400
124
– –
-5,682
125
– –
-30,540
1 2 3 4
5