LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+14.45%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$534M
AUM Growth
+$534M
(+17%)
Cap. Flow
+$39.4M
Cap. Flow
% of AUM
7.38%
Top 10 Holdings %
Top 10 Hldgs %
28.58%
Holding
138
New
17
Increased
64
Reduced
39
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$14.4M |
| 2 |
Mastercard
MA
|
$3.75M |
| 3 |
Target
TGT
|
$3.58M |
| 4 |
Abbott
ABT
|
$3.58M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$3.16M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
$3.52M |
| 2 |
Intel
INTC
|
$2.82M |
| 3 |
RTX Corp
RTX
|
$2.41M |
| 4 |
Guidewire Software
GWRE
|
$893K |
| 5 |
Shopify
SHOP
|
$753K |
Sector Composition
| 1 | Technology | 38.51% |
| 2 | Healthcare | 13.92% |
| 3 | Communication Services | 9.32% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Financials | 7.7% |
