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
$633M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.13M
3
+$3M
4
UNH icon
UnitedHealth
UNH
+$2.65M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.63M
2
+$2.34M
3
+$2.34M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Technology 29.06%
2 Healthcare 14.84%
3 Consumer Discretionary 10.02%
4 Industrials 8.02%
5 Financials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.17%
8,640
-114
102
$994K 0.16%
2,717
+14
103
$983K 0.16%
17,580
+2,850
104
$952K 0.15%
14,120
-330
105
$908K 0.14%
7,294
-364
106
$898K 0.14%
12,486
-975
107
$889K 0.14%
3,338
+602
108
$884K 0.14%
3,365
+60
109
$861K 0.14%
27,793
-162
110
$856K 0.14%
17,124
+1,462
111
$853K 0.13%
11,359
-18,292
112
$849K 0.13%
5,746
-7
113
$842K 0.13%
18,621
-468
114
$830K 0.13%
4,701
+90
115
$829K 0.13%
4,770
+160
116
$814K 0.13%
7,379
+545
117
$796K 0.13%
7,885
-500
118
$795K 0.13%
10,658
-275
119
$789K 0.12%
3,852
-11
120
$786K 0.12%
9,435
-20
121
$755K 0.12%
57,756
-85,113
122
$728K 0.11%
14,820
-5,050
123
$704K 0.11%
3,838
-650
124
$646K 0.1%
3,017
-300
125
$646K 0.1%
3,776
-7
3 4
5
6 7