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
$822M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.34M
3
+$1.88M
4
APH icon
Amphenol
APH
+$1.36M
5
TSM icon
TSMC
TSM
+$1.3M

Top Sells

1
+$2.83M
2
+$1.89M
3
+$1.2M
4
NTES icon
NetEase
NTES
+$1.15M
5
BA icon
Boeing
BA
+$784K

Sector Composition

1 Technology 36.69%
2 Healthcare 12.8%
3 Communication Services 10.74%
4 Consumer Discretionary 9.42%
5 Financials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.13%
2,906
+133
102
$994K 0.12%
13,987
-382
103
$992K 0.12%
1,534
-6
104
$983K 0.12%
18,447
-600
105
$980K 0.12%
14,229
+850
106
$951K 0.12%
9,374
-248
107
$931K 0.11%
3,924
108
$923K 0.11%
11,795
-2,515
109
$903K 0.11%
27,919
-200
110
$865K 0.11%
5,795
+14
111
$821K 0.1%
4,510
112
$819K 0.1%
13,620
113
$816K 0.1%
8,133
-2,500
114
$781K 0.1%
26,256
115
$759K 0.09%
6,900
-79
116
$721K 0.09%
4,305
117
$673K 0.08%
11,288
-1,550
118
$671K 0.08%
4,154
-5
119
$648K 0.08%
3,048
-286
120
$636K 0.08%
13,120
121
$623K 0.08%
2,599
122
$615K 0.07%
7,760
123
$612K 0.07%
7,121
124
$612K 0.07%
13,650
+2,000
125
$609K 0.07%
5,921
-175
3 4
5
6 7