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
$876M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.48M
3
+$1.45M
4
ASML icon
ASML
ASML
+$1.44M
5
LEN icon
Lennar Class A
LEN
+$1.28M

Top Sells

1
+$3.46M
2
+$1.73M
3
+$1.58M
4
MA icon
Mastercard
MA
+$1.49M
5
XYZ
Block Inc
XYZ
+$1.45M

Sector Composition

1 Technology 37.05%
2 Healthcare 13.05%
3 Communication Services 10.3%
4 Consumer Discretionary 10.01%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$605K 0.07%
7,025
-96
127
$584K 0.07%
5,115
+560
128
$562K 0.06%
5,150
-1,750
129
$542K 0.06%
13,164
130
$541K 0.06%
7,450
-258
131
$539K 0.06%
9,283
+1,500
132
$538K 0.06%
4,698
+825
133
$522K 0.06%
2,048
134
$514K 0.06%
28,895
135
$510K 0.06%
+18,930
136
$487K 0.06%
1,884
137
$464K 0.05%
7,853
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138
$458K 0.05%
1,895
+317
139
$452K 0.05%
21,782
-40
140
$448K 0.05%
1,983
+32
141
$443K 0.05%
20,959
-1,000
142
$436K 0.05%
7,370
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143
$421K 0.05%
3,855
-11,657
144
$416K 0.05%
1,380
-84
145
$412K 0.05%
+4,250
146
$407K 0.05%
1,574
147
$405K 0.05%
5,000
148
$392K 0.04%
4,985
-154
149
$379K 0.04%
5,260
+140
150
$373K 0.04%
1,161
4 5
6
7 8