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
$822M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.34M
3
+$1.88M
4
APH icon
Amphenol
APH
+$1.36M
5
TSM icon
TSMC
TSM
+$1.3M

Top Sells

1
+$2.83M
2
+$1.89M
3
+$1.2M
4
NTES icon
NetEase
NTES
+$1.15M
5
BA icon
Boeing
BA
+$784K

Sector Composition

1 Technology 36.69%
2 Healthcare 12.8%
3 Communication Services 10.74%
4 Consumer Discretionary 9.42%
5 Financials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$591K 0.07%
2,556
-11
127
$571K 0.07%
4,082
-225
128
$538K 0.07%
7,708
+104
129
$527K 0.06%
7,783
-516
130
$523K 0.06%
4,555
131
$494K 0.06%
28,895
132
$485K 0.06%
2,048
133
$468K 0.06%
13,164
-20
134
$460K 0.06%
1,951
+60
135
$460K 0.06%
3,566
136
$430K 0.05%
21,959
137
$429K 0.05%
8,900
138
$423K 0.05%
3,873
-700
139
$408K 0.05%
7,708
140
$406K 0.05%
5,139
141
$387K 0.05%
1,464
142
$382K 0.05%
1,884
143
$376K 0.05%
5,000
+1,000
144
$365K 0.04%
520
145
$359K 0.04%
3,090
146
$356K 0.04%
1,058
147
$350K 0.04%
1,578
-85
148
$348K 0.04%
8,083
-1,750
149
$346K 0.04%
1,574
-125
150
$337K 0.04%
1,161
4 5
6
7 8