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
$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
Energy Select Sector SPDR Fund
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
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139
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2 3 4 5
6