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
$375M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.75M
3
+$1.6M
4
TWLO icon
Twilio
TWLO
+$1.4M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Top Sells

1
+$1.57M
2
+$591K
3
+$582K
4
XLNX
Xilinx Inc
XLNX
+$333K
5
META icon
Meta Platforms (Facebook)
META
+$309K

Sector Composition

1 Technology 31.39%
2 Healthcare 12.66%
3 Financials 10.33%
4 Communication Services 10.21%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 4.21%
143,509
+610
2
$12.7M 3.4%
77,527
3
$12.7M 3.39%
173,056
+2,100
4
$9.78M 2.61%
62,036
-1,700
5
$9.37M 2.5%
101,380
+100
6
$8.86M 2.37%
63,553
+1,912
7
$8.84M 2.36%
229,476
+5,304
8
$7.92M 2.12%
38,599
-1,505
9
$7.79M 2.08%
116,360
+3,700
10
$7.54M 2.01%
69,669
+418
11
$7.22M 1.93%
34,037
+1,482
12
$7.05M 1.88%
26,927
+1,642
13
$7M 1.87%
198,773
+7,154
14
$6.99M 1.87%
42,985
+1,115
15
$6.97M 1.86%
21,430
+650
16
$6.88M 1.84%
47,326
+3,772
17
$6.65M 1.78%
47,273
+2,502
18
$6.56M 1.75%
165,000
+3,870
19
$6.56M 1.75%
22,308
+181
20
$6.46M 1.72%
34,359
+1,070
21
$6.39M 1.71%
62,876
-120
22
$6.38M 1.7%
32,352
+354
23
$6.21M 1.66%
35,069
+1,285
24
$6.13M 1.64%
28,073
+977
25
$6.06M 1.62%
18,376
+768
1
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