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
151
$375K 0.04%
2,740
152
$370K 0.04%
4,837
-145
153
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6,267
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154
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155
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156
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1,107
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157
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1,631
158
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159
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160
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161
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162
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200
164
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165
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3,656
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166
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167
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169
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170
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171
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172
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173
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13,899
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174
$287K 0.03%
1,671
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175
$284K 0.03%
1,321
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