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
$876M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.48M
3
+$1.45M
4
ASML icon
ASML
ASML
+$1.44M
5
LEN icon
Lennar Class A
LEN
+$1.28M

Top Sells

1
+$3.46M
2
+$1.73M
3
+$1.58M
4
MA icon
Mastercard
MA
+$1.49M
5
XYZ
Block Inc
XYZ
+$1.45M

Sector Composition

1 Technology 37.05%
2 Healthcare 13.05%
3 Communication Services 10.3%
4 Consumer Discretionary 10.01%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$362K 0.04%
5,000
152
$359K 0.04%
3,090
153
$355K 0.04%
1,031
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154
$354K 0.04%
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155
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841
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156
$341K 0.04%
1,648
157
$341K 0.04%
1,548
158
$339K 0.04%
6,853
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159
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767
160
$333K 0.04%
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161
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162
$321K 0.04%
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163
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164
$312K 0.04%
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165
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166
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167
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168
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169
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170
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1,793
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172
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1,150
173
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1,050
174
$234K 0.03%
1,020
175
$234K 0.03%
2,015
4 5 6
7
8