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
176
$264K 0.04%
7,053
-1,732
177
$258K 0.04%
2,800
178
$256K 0.04%
3,731
-3,163
179
$250K 0.04%
1,027
+24
180
$241K 0.03%
+91
181
$240K 0.03%
+2,581
182
$232K 0.03%
5,115
183
$232K 0.03%
+2,036
184
$230K 0.03%
+3,275
185
$228K 0.03%
7,562
-1,555
186
$226K 0.03%
4,596
+15
187
$225K 0.03%
+1,000
188
$224K 0.03%
6,867
-2,213
189
$220K 0.03%
+771
190
$220K 0.03%
+2,150
191
$214K 0.03%
4,000
192
$212K 0.03%
+3,475
193
$209K 0.03%
+5,007
194
$208K 0.03%
2,695
-240
195
$203K 0.03%
+2,554
196
$173K 0.02%
13,900
197
$148K 0.02%
11,935
-45,821
198
$148K 0.02%
15,859
-5,100
199
$61.4K 0.01%
6,450
200
$7.05K ﹤0.01%
101
5 6 7
8
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