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
$456M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.51M
3
+$3.31M
4
TWLO icon
Twilio
TWLO
+$3.09M
5
DOCU icon
DocuSign
DOCU
+$2.49M

Top Sells

1
+$7.14M
2
+$3.13M
3
+$3.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.8M
5
BA icon
Boeing
BA
+$1.32M

Sector Composition

1 Technology 39.75%
2 Healthcare 13.58%
3 Communication Services 9.78%
4 Consumer Discretionary 8.25%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 3.5%
144,059
+690
2
$15.8M 3.47%
173,688
-2,160
3
$15.5M 3.4%
163,220
-1,230
4
$15.1M 3.3%
109,200
+2,400
5
$14.5M 3.19%
77,527
6
$13.3M 2.92%
65,494
+499
7
$12.7M 2.78%
72,768
+1,092
8
$11.8M 2.58%
50,188
+490
9
$10.4M 2.27%
102,260
+2,388
10
$9.9M 2.17%
43,616
+3,045
11
$9.17M 2.01%
22,635
+1,173
12
$9.05M 1.98%
127,580
+1,940
13
$8.87M 1.95%
231,702
+5,256
14
$8.81M 1.93%
40,135
+14,076
15
$8.73M 1.92%
46,601
+1,341
16
$8.63M 1.89%
19,832
+286
17
$8.42M 1.85%
28,433
+788
18
$8.27M 1.81%
22,796
+951
19
$8.05M 1.77%
31,736
+4,562
20
$7.8M 1.71%
31,126
+1,036
21
$7.77M 1.7%
818,160
+81,080
22
$7.5M 1.64%
24,720
+1,382
23
$7.36M 1.61%
40,831
+1,939
24
$7.21M 1.58%
37,323
+913
25
$6.88M 1.51%
70,043
+4,752
1
2 3 4 5