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
$633M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.13M
3
+$3M
4
UNH icon
UnitedHealth
UNH
+$2.65M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.63M
2
+$2.34M
3
+$2.34M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Technology 29.06%
2 Healthcare 14.84%
3 Consumer Discretionary 10.02%
4 Industrials 8.02%
5 Financials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$368K 0.06%
3,485
152
$366K 0.06%
22,901
153
$363K 0.06%
8,785
-291
154
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3,100
155
$351K 0.06%
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156
$349K 0.06%
1,515
157
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5,081
+1,332
158
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+8,060
159
$337K 0.05%
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160
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4,706
161
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929
162
$302K 0.05%
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163
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5,900
164
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165
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166
$283K 0.04%
9,117
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167
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168
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169
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22,260
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170
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2,800
171
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3,125
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172
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173
$247K 0.04%
1,161
174
$245K 0.04%
+2,935
175
$245K 0.04%
2,033
5 6
7
8 9