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
$534M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.58M
3
+$3.58M
4
WORK
Slack Technologies, Inc.
WORK
+$3.16M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.13M

Top Sells

1
+$3.52M
2
+$2.82M
3
+$2.41M
4
GWRE icon
Guidewire Software
GWRE
+$893K
5
SHOP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422K 0.08%
4,205
102
$399K 0.07%
5,870
+35
103
$390K 0.07%
6,275
104
$385K 0.07%
683
105
$384K 0.07%
7,067
106
$375K 0.07%
1,349
+24
107
$368K 0.07%
7,400
-84
108
$361K 0.07%
1,500
109
$355K 0.07%
2,396
+286
110
$328K 0.06%
1,117
-66
111
$328K 0.06%
21,630
-22,000
112
$323K 0.06%
1,719
+19
113
$315K 0.06%
3,800
-1,225
114
$297K 0.06%
1,575
-185
115
$287K 0.05%
2,221
-735
116
$265K 0.05%
1,600
117
$265K 0.05%
856
+4
118
$253K 0.05%
1,435
119
$243K 0.05%
+5,000
120
$241K 0.05%
+2,230
121
$234K 0.04%
+520
122
$231K 0.04%
+1,953
123
$224K 0.04%
+1,500
124
$222K 0.04%
+1,884
125
$217K 0.04%
+6,246
2 3 4
5
6