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
$744M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.53M
3
+$1.11M
4
COP icon
ConocoPhillips
COP
+$938K
5
AMD icon
Advanced Micro Devices
AMD
+$639K

Top Sells

1
+$2.46M
2
+$1.27M
3
+$656K
4
ILMN icon
Illumina
ILMN
+$640K
5
DXCM icon
DexCom
DXCM
+$629K

Sector Composition

1 Technology 34.2%
2 Healthcare 11.89%
3 Consumer Discretionary 9.61%
4 Communication Services 7.6%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$466K 0.06%
8,033
-3,150
127
$463K 0.06%
1,404
128
$458K 0.06%
2,197
129
$454K 0.06%
2,183
130
$450K 0.06%
13,576
-1,272
131
$447K 0.06%
6,050
132
$428K 0.06%
18,141
-2,283
133
$420K 0.06%
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134
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135
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136
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2,670
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137
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2,309
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138
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139
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140
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1,548
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142
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143
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144
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145
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146
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147
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148
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12,130
149
$303K 0.04%
3,220
150
$295K 0.04%
5,275
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4 5
6
7 8