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

Top Buys

1
+$3.95M
2
+$3.35M
3
+$2.55M
4
TWLO icon
Twilio
TWLO
+$2.26M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$2.09M

Top Sells

1
+$6.9M
2
+$3.13M
3
+$3.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.8M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.12M

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
2 3 4 5
6