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
$686M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.91M
3
+$3.36M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.21M
5
SNOW icon
Snowflake
SNOW
+$2.87M

Top Sells

1
+$3.32M
2
+$2.01M
3
+$1.33M
4
TEAM icon
Atlassian
TEAM
+$1.22M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Sector Composition

1 Technology 35.05%
2 Healthcare 12.25%
3 Communication Services 10.4%
4 Consumer Discretionary 8.75%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$879K 0.13%
3,870
-150
102
$848K 0.12%
10,914
+2,558
103
$841K 0.12%
24,702
+6,077
104
$840K 0.12%
14,220
+4,120
105
$830K 0.12%
10,633
106
$830K 0.12%
12,149
+267
107
$825K 0.12%
25,668
+63
108
$818K 0.12%
12,850
+3,857
109
$747K 0.11%
5,271
+2,741
110
$744K 0.11%
1,507
+4
111
$741K 0.11%
5,580
+7
112
$716K 0.1%
2,241
+832
113
$688K 0.1%
+6,320
114
$664K 0.1%
+6,115
115
$658K 0.1%
2,984
+2,013
116
$654K 0.1%
24,805
+6,616
117
$647K 0.09%
12,432
+3,050
118
$639K 0.09%
8,890
119
$635K 0.09%
2,802
+1,255
120
$635K 0.09%
11,650
121
$632K 0.09%
8,181
-71
122
$599K 0.09%
4,219
-16
123
$582K 0.08%
+12,560
124
$571K 0.08%
8,544
+727
125
$566K 0.08%
3,447
+17
3 4
5
6 7