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
$714M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.57M
3
+$3.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.17M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.36M

Top Sells

1
+$1.74M
2
+$1.73M
3
+$1.03M
4
INTU icon
Intuit
INTU
+$900K
5
PYPL icon
PayPal
PYPL
+$874K

Sector Composition

1 Technology 32.44%
2 Healthcare 13.05%
3 Consumer Discretionary 9.83%
4 Industrials 7.14%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.16%
13,825
+10,700
102
$1.11M 0.16%
28,471
-19,138
103
$1.07M 0.15%
14,102
-11,509
104
$1.05M 0.15%
12,302
-5,583
105
$1.05M 0.15%
7,568
106
$1.03M 0.14%
13,964
-6,335
107
$1.03M 0.14%
17,054
-70
108
$1.02M 0.14%
26,903
-15,043
109
$1M 0.14%
14,360
+240
110
$943K 0.13%
9,749
-1,732
111
$941K 0.13%
5,705
-41
112
$929K 0.13%
6,151
-1,143
113
$897K 0.13%
3,670
+653
114
$892K 0.12%
17,610
+2,790
115
$892K 0.12%
2,596
-121
116
$887K 0.12%
4,570
-200
117
$853K 0.12%
8,601
-3,220
118
$826K 0.12%
7,532
+153
119
$819K 0.11%
27,345
-448
120
$814K 0.11%
10,107
-1,252
121
$813K 0.11%
11,734
-752
122
$752K 0.11%
7,684
-201
123
$742K 0.1%
23,092
-15,787
124
$731K 0.1%
3,677
-175
125
$719K 0.1%
10,791
-1,196
3 4
5
6 7