LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.49M
3
+$1.24M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
TWLO icon
Twilio
TWLO
+$1.06M

Top Sells

1
+$1.76M
2
+$1.14M
3
+$442K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$367K
5
EOG icon
EOG Resources
EOG
+$320K

Sector Composition

1 Technology 34.33%
2 Healthcare 13.79%
3 Communication Services 10.34%
4 Consumer Discretionary 9.62%
5 Financials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,850
127
– –
-3,794
128
– –
-5,000
129
– –
-1,585
130
– –
-4,299
131
– –
-6,906
132
– –
-985
133
– –
-3,885
134
– –
-1,421
135
– –
-5,621
136
– –
-5,919
137
– –
-2,910
138
– –
-3,666
139
– –
-620
2 3 4 5
6