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
$686M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.91M
3
+$3.36M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.21M
5
SNOW icon
Snowflake
SNOW
+$2.87M

Top Sells

1
+$3.32M
2
+$2.01M
3
+$1.33M
4
TEAM icon
Atlassian
TEAM
+$1.22M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Sector Composition

1 Technology 35.05%
2 Healthcare 12.25%
3 Communication Services 10.4%
4 Consumer Discretionary 8.75%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$549K 0.08%
8,948
-1,550
127
$538K 0.08%
1,790
+1,050
128
$520K 0.08%
4,565
+1,903
129
$516K 0.08%
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130
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1,738
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131
$481K 0.07%
7,450
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132
$463K 0.07%
2,396
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133
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3,313
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134
$426K 0.06%
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135
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136
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+1,909
137
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138
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21,959
139
$393K 0.06%
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140
$390K 0.06%
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141
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142
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143
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4,000
144
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145
$341K 0.05%
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146
$330K 0.05%
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147
$324K 0.05%
863
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148
$320K 0.05%
1,377
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149
$315K 0.05%
1,654
+33
150
$314K 0.05%
8,658
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4 5
6
7 8