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
$714M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.57M
3
+$3.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.17M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.36M

Top Sells

1
+$1.74M
2
+$1.73M
3
+$1.03M
4
INTU icon
Intuit
INTU
+$900K
5
PYPL icon
PayPal
PYPL
+$874K

Sector Composition

1 Technology 32.44%
2 Healthcare 13.05%
3 Consumer Discretionary 9.83%
4 Industrials 7.14%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$709K 0.1%
2,931
-434
127
$704K 0.1%
4,543
-158
128
$700K 0.1%
3,692
-146
129
$674K 0.09%
41,811
+54
130
$655K 0.09%
8,133
131
$633K 0.09%
21,551
-50
132
$610K 0.09%
3,776
133
$609K 0.09%
2,667
-122
134
$607K 0.09%
7,315
+85
135
$552K 0.08%
28,895
136
$547K 0.08%
2,678
+375
137
$538K 0.08%
7,205
-3,453
138
$495K 0.07%
20,313
+1,041
139
$494K 0.07%
9,436
+1
140
$474K 0.07%
7,635
+370
141
$468K 0.07%
3,998
+1,965
142
$463K 0.06%
2,197
+149
143
$451K 0.06%
4,237
+124
144
$443K 0.06%
1,445
+27
145
$437K 0.06%
2,186
-9
146
$428K 0.06%
3,358
-275
147
$423K 0.06%
2,843
-1,135
148
$407K 0.06%
3,100
149
$405K 0.06%
6,057
-3,000
150
$388K 0.05%
7,400
4 5
6
7 8