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
$822M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.34M
3
+$1.88M
4
APH icon
Amphenol
APH
+$1.36M
5
TSM icon
TSMC
TSM
+$1.3M

Top Sells

1
+$2.83M
2
+$1.89M
3
+$1.2M
4
NTES icon
NetEase
NTES
+$1.15M
5
BA icon
Boeing
BA
+$784K

Sector Composition

1 Technology 36.69%
2 Healthcare 12.8%
3 Communication Services 10.74%
4 Consumer Discretionary 9.42%
5 Financials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335K 0.04%
970
152
$335K 0.04%
1,050
153
$326K 0.04%
5,538
154
$324K 0.04%
+2,006
155
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156
$309K 0.04%
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157
$304K 0.04%
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158
$303K 0.04%
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159
$296K 0.04%
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160
$292K 0.04%
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161
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162
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163
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164
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165
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167
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168
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169
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173
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174
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175
$205K 0.02%
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4 5 6
7
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