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
$714M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.57M
3
+$3.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.17M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.36M

Top Sells

1
+$1.74M
2
+$1.73M
3
+$1.03M
4
INTU icon
Intuit
INTU
+$900K
5
PYPL icon
PayPal
PYPL
+$874K

Sector Composition

1 Technology 32.44%
2 Healthcare 13.05%
3 Consumer Discretionary 9.83%
4 Industrials 7.14%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$387K 0.05%
9,485
-684
152
$385K 0.05%
2,417
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153
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154
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156
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157
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159
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160
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161
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162
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163
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164
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169
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170
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171
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173
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174
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175
$264K 0.04%
13,472
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5 6
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