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
$633M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.13M
3
+$3M
4
UNH icon
UnitedHealth
UNH
+$2.65M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.63M
2
+$2.34M
3
+$2.34M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Technology 29.06%
2 Healthcare 14.84%
3 Consumer Discretionary 10.02%
4 Industrials 8.02%
5 Financials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$628K 0.1%
41,757
+72
127
$621K 0.1%
7,230
+230
128
$603K 0.1%
3,978
+287
129
$600K 0.09%
8,133
130
$587K 0.09%
11,987
-29,411
131
$580K 0.09%
21,601
-105
132
$558K 0.09%
+9,057
133
$521K 0.08%
10,169
+1,491
134
$511K 0.08%
28,895
135
$485K 0.08%
19,272
+39
136
$483K 0.08%
2,789
-14
137
$462K 0.07%
7,265
+275
138
$456K 0.07%
4,113
+315
139
$442K 0.07%
1,418
-3
140
$440K 0.07%
2,303
141
$437K 0.07%
2,195
142
$433K 0.07%
6,894
-11,658
143
$432K 0.07%
25,578
-185
144
$417K 0.07%
2,048
145
$410K 0.06%
4,230
-4,625
146
$399K 0.06%
3,633
147
$392K 0.06%
1,718
-51
148
$382K 0.06%
5,000
149
$381K 0.06%
2,357
+314
150
$374K 0.06%
7,400
4 5
6
7 8