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
$686M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$3.91M
3 +$3.36M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.21M
5
SNOW icon
Snowflake
SNOW
+$2.87M

Top Sells

1 +$3.32M
2 +$2.01M
3 +$1.33M
4
TEAM icon
Atlassian
TEAM
+$1.22M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Sector Composition

1 Technology 35.05%
2 Healthcare 12.25%
3 Communication Services 10.4%
4 Consumer Discretionary 8.75%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,221
177
-1,719