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
$808M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.19M
3
+$3.06M
4
BALL icon
Ball Corp
BALL
+$2.34M
5
DASH icon
DoorDash
DASH
+$1.45M

Top Sells

1
+$984K
2
+$948K
3
+$671K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$617K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$591K

Sector Composition

1 Technology 35.96%
2 Healthcare 12.41%
3 Communication Services 10.49%
4 Consumer Discretionary 9.27%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.36%
87,400
+4,060
27
$10.9M 1.35%
49,744
+1,562
28
$10.9M 1.35%
61,948
+1,721
29
$10.7M 1.33%
83,968
-4,619
30
$10.5M 1.3%
45,025
+1,101
31
$9.73M 1.2%
86,360
-20
32
$9.62M 1.19%
155,520
+7,122
33
$9.09M 1.12%
48,764
+2,426
34
$8.84M 1.09%
36,551
+934
35
$8.69M 1.08%
12,575
+1,329
36
$8.3M 1.03%
32,321
-2,613
37
$8.28M 1.02%
37,639
+2,399
38
$8.05M 1%
59,464
+6,842
39
$7.56M 0.94%
29,052
+1,275
40
$7.38M 0.91%
13,962
+1,665
41
$7.33M 0.91%
35,769
+3,216
42
$7.15M 0.89%
61,688
+6,651
43
$7.08M 0.88%
78,403
+41,507
44
$7.02M 0.87%
46,656
+1,162
45
$6.95M 0.86%
52,992
+1,586
46
$6.62M 0.82%
59,192
+1,362
47
$6.44M 0.8%
112,988
+6,103
48
$6.38M 0.79%
66,826
+5,359
49
$6.31M 0.78%
13,702
-2,137
50
$5.96M 0.74%
16,337
+1,091
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