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
$1.05B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$4.63M
3
+$3.37M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.85M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.6M

Top Sells

1
+$4.4M
2
+$2.4M
3
+$2.16M
4
TEAM icon
Atlassian
TEAM
+$1.87M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.68M

Sector Composition

1 Technology 38.03%
2 Healthcare 10.29%
3 Communication Services 9%
4 Consumer Discretionary 8.54%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.16%
12,977
102
$1.61M 0.15%
37,732
-6,281
103
$1.26M 0.12%
6,389
-945
104
$1.18M 0.11%
2,208
-92
105
$1.16M 0.11%
14,367
-400
106
$1.12M 0.11%
49,665
+17,950
107
$1.11M 0.11%
20,762
+2,081
108
$1.1M 0.11%
3,020
-180
109
$1.1M 0.1%
5,361
-23
110
$1.07M 0.1%
7,332
+267
111
$1.02M 0.1%
7,845
+146
112
$998K 0.1%
1,319
-1,242
113
$974K 0.09%
4,205
114
$971K 0.09%
+10,577
115
$952K 0.09%
4,320
+83
116
$920K 0.09%
27,508
117
$812K 0.08%
6,562
+467
118
$791K 0.08%
16,652
-6,725
119
$773K 0.07%
29,805
-2,730
120
$723K 0.07%
4,386
+457
121
$698K 0.07%
9,610
-190
122
$697K 0.07%
+26,250
123
$697K 0.07%
6,050
124
$667K 0.06%
6,643
+42
125
$667K 0.06%
16,222
+229
3 4
5
6 7