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
$456M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$3.51M
3 +$3.31M
4
TWLO icon
Twilio
TWLO
+$3.09M
5
DOCU icon
DocuSign
DOCU
+$2.49M

Top Sells

1 +$7.14M
2 +$3.13M
3 +$3.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.8M
5
BA icon
Boeing
BA
+$1.32M

Sector Composition

1 Technology 39.75%
2 Healthcare 13.58%
3 Communication Services 9.78%
4 Consumer Discretionary 8.25%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,214
127
-5,400
128
-2,821
129
-17,810
130
-23,461