LWM

Lyell Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
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
+$2.68M
2
+$2.23M
3
+$1.32M
4
TWLO icon
Twilio
TWLO
+$1.3M
5
DOCU
DocuSign
DOCU
+$1.3M

Top Sells

1
+$2.3M
2
+$1.14M
3
+$442K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$409K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$367K

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
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129
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130
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132
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-985
133
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134
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135
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136
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137
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138
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-3,666
139
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-620
2 3 4 5
6