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
$375M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.75M
3
+$1.6M
4
TWLO icon
Twilio
TWLO
+$1.4M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Top Sells

1
+$1.57M
2
+$591K
3
+$582K
4
XLNX
Xilinx Inc
XLNX
+$333K
5
META icon
Meta Platforms (Facebook)
META
+$309K

Sector Composition

1 Technology 31.39%
2 Healthcare 12.66%
3 Financials 10.33%
4 Communication Services 10.21%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.09%
3,815
-3,271
102
$307K 0.08%
610
+70
103
$302K 0.08%
16,400
104
$302K 0.08%
5,621
+9
105
$290K 0.08%
2,210
-640
106
$282K 0.08%
+6,850
107
$276K 0.07%
1,640
108
$274K 0.07%
5,000
109
$271K 0.07%
+2,952
110
$269K 0.07%
6,005
-500
111
$268K 0.07%
1,927
+45
112
$257K 0.07%
+795
113
$257K 0.07%
6,906
+1,026
114
$257K 0.07%
1,419
115
$251K 0.07%
848
+2
116
$249K 0.07%
1,400
117
$238K 0.06%
+8,550
118
$236K 0.06%
1,295
119
$235K 0.06%
1,421
+10
120
$234K 0.06%
1,585
-179
121
$227K 0.06%
1,365
122
$226K 0.06%
+3,794
123
$222K 0.06%
+1,500
124
$220K 0.06%
+4,299
125
$220K 0.06%
3,666
-250
2 3 4
5
6