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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.64M
3
+$3.93M
4
JPM icon
JPMorgan Chase
JPM
+$3.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.51%
2 Industrials 15.42%
3 Consumer Discretionary 11.96%
4 Healthcare 9.76%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 6.47%
+499,350
2
$6.64M 4.13%
+100,542
3
$3.93M 2.44%
+34,171
4
$3.93M 2.44%
+45,531
5
$3.5M 2.17%
+88,260
6
$3.49M 2.17%
+38,617
7
$3.34M 2.08%
+8,777
8
$3.26M 2.02%
+20,915
9
$3.09M 1.92%
+139,845
10
$2.94M 1.83%
+25,666
11
$2.94M 1.82%
+26,447
12
$2.94M 1.82%
+21,899
13
$2.89M 1.8%
+18,956
14
$2.89M 1.8%
+12,428
15
$2.88M 1.79%
+123,710
16
$2.86M 1.78%
+21,221
17
$2.78M 1.73%
+24,235
18
$2.73M 1.69%
+10,907
19
$2.71M 1.68%
+16,926
20
$2.69M 1.67%
+43,318
21
$2.64M 1.64%
+96,740
22
$2.62M 1.63%
+90,356
23
$2.6M 1.61%
+29,592
24
$2.59M 1.61%
+30,676
25
$2.58M 1.6%
+71,012
1
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