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
$587M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.25M
3
+$1.21M
4
A icon
Agilent Technologies
A
+$921K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$867K

Top Sells

1
+$2.61M
2
+$1.12M
3
+$1.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$461K
5
VZ icon
Verizon
VZ
+$375K

Sector Composition

1 Technology 31.48%
2 Healthcare 13.41%
3 Consumer Discretionary 10.16%
4 Communication Services 8.85%
5 Financials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.81M 1.16%
41,656
-284
27
$6.8M 1.16%
50,121
-8,284
28
$6.71M 1.14%
24,365
+640
29
$6.6M 1.12%
76,632
+979
30
$6.47M 1.1%
31,937
+156
31
$6.46M 1.1%
19,829
-44
32
$6.46M 1.1%
66,741
+197
33
$6.38M 1.09%
67,672
-870
34
$6.36M 1.08%
261,296
+35,616
35
$6.28M 1.07%
15,115
-328
36
$5.97M 1.02%
239,417
+16,797
37
$5.8M 0.99%
39,097
+205
38
$5.49M 0.93%
76,218
+7,264
39
$5.45M 0.93%
51,974
-849
40
$5.25M 0.89%
11,156
+1,829
41
$5.23M 0.89%
66,198
+1,790
42
$5.08M 0.86%
51,167
-400
43
$5.05M 0.86%
150,718
-278
44
$4.99M 0.85%
53,862
-326
45
$4.8M 0.82%
33,238
+774
46
$4.79M 0.82%
57,864
+74
47
$4.77M 0.81%
56,564
-775
48
$4.55M 0.77%
11,776
+559
49
$4.52M 0.77%
21,459
+42
50
$4.45M 0.76%
30,961
+8,402
1
2
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