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
176
$240K 0.04%
9,080
-1,350
177
$233K 0.04%
+5,115
178
$232K 0.04%
+3,209
179
$227K 0.04%
+6,000
180
$225K 0.04%
+4,000
181
$221K 0.03%
+1,003
182
$217K 0.03%
+4,581
183
$210K 0.03%
+4,500
184
$163K 0.03%
13,900
185
$147K 0.02%
20,959
186
$50K 0.01%
6,450
187
$13.1K ﹤0.01%
2,936
188
$4.97K ﹤0.01%
101
189
– –
-829
190
– –
-5,972
191
– –
-5,078
192
– –
-5,018
193
– –
-3,785
194
– –
-6,188
195
– –
-36,100
196
– –
-16,760
197
– –
-12,251
198
– –
-2,175
199
– –
-13,025
200
– –
-13,607
5 6 7
8
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