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
$782M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$998K
3
+$927K
4
AMD icon
Advanced Micro Devices
AMD
+$889K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$771K

Top Sells

1
+$1.96M
2
+$1.45M
3
+$1.26M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$891K

Sector Composition

1 Technology 34.4%
2 Healthcare 12.59%
3 Consumer Discretionary 10.14%
4 Communication Services 7.21%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.75M 1.25%
19,411
+247
27
$9.62M 1.23%
87,150
-41
28
$9.57M 1.22%
31,353
+144
29
$9.46M 1.21%
40,344
+317
30
$9.1M 1.16%
52,843
+2,465
31
$8.85M 1.13%
72,955
+1,316
32
$8.39M 1.07%
55,092
+696
33
$8.25M 1.05%
33,531
+2,363
34
$8.2M 1.05%
101,063
+992
35
$8.09M 1.03%
164,764
+10,093
36
$8.08M 1.03%
125,030
-1,530
37
$7.68M 0.98%
67,460
+7,808
38
$7.68M 0.98%
48,799
+3,330
39
$7.17M 0.92%
291,136
+4,495
40
$7.13M 0.91%
39,977
+4,016
41
$7.06M 0.9%
166,300
+7,394
42
$6.93M 0.89%
15,044
+506
43
$6.88M 0.88%
63,123
+863
44
$6.57M 0.84%
14,413
+163
45
$6.4M 0.82%
31,262
-2,903
46
$6.37M 0.81%
74,534
+4,411
47
$6.1M 0.78%
250,105
+23,020
48
$5.81M 0.74%
14,327
+1,681
49
$5.73M 0.73%
53,371
-741
50
$5.68M 0.73%
57,332
+1,779
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