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
$1.05B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$4.63M
3
+$3.37M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.85M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.6M

Top Sells

1
+$4.4M
2
+$2.4M
3
+$2.16M
4
TEAM icon
Atlassian
TEAM
+$1.87M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.68M

Sector Composition

1 Technology 38.03%
2 Healthcare 10.29%
3 Communication Services 9%
4 Consumer Discretionary 8.54%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$667K 0.06%
6,595
+200
127
$629K 0.06%
2,887
128
$612K 0.06%
5,750
+430
129
$600K 0.06%
1,404
130
$572K 0.05%
5,360
131
$568K 0.05%
7,713
132
$559K 0.05%
27,550
+8,275
133
$554K 0.05%
3,927
134
$554K 0.05%
2,846
-76
135
$551K 0.05%
4,029
+180
136
$527K 0.05%
1,969
-7
137
$506K 0.05%
3,926
138
$498K 0.05%
8,421
-83
139
$498K 0.05%
2,057
-40
140
$496K 0.05%
7,230
141
$493K 0.05%
9,815
142
$471K 0.05%
1,508
-1,375
143
$470K 0.04%
13,427
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144
$469K 0.04%
+24,410
145
$445K 0.04%
6,950
146
$435K 0.04%
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147
$408K 0.04%
1,090
148
$403K 0.04%
7,200
149
$393K 0.04%
2,754
150
$385K 0.04%
4,818
-558
4 5
6
7 8