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
$534M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.58M
3
+$3.58M
4
WORK
Slack Technologies, Inc.
WORK
+$3.16M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.13M

Top Sells

1
+$3.52M
2
+$2.82M
3
+$2.41M
4
GWRE icon
Guidewire Software
GWRE
+$893K
5
SHOP icon
Shopify
SHOP
+$753K

Sector Composition

1 Technology 38.51%
2 Healthcare 13.92%
3 Communication Services 9.32%
4 Consumer Discretionary 8.83%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$216K 0.04%
+1,615
127
$214K 0.04%
+3,900
128
$210K 0.04%
1,365
129
$208K 0.04%
2,503
130
$208K 0.04%
971
-40
131
$207K 0.04%
+6,000
132
$200K 0.04%
+3,318
133
$169K 0.03%
10,714
-2,800
134
$105K 0.02%
+6,450
135
$88K 0.02%
+1,637
136
$83K 0.02%
13,900
137
– –
-5,164
138
– –
-5,000
2 3 4 5
6