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
$984M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.61M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.51M
5
WDAY icon
Workday
WDAY
+$1.33M

Top Sells

1
+$5.2M
2
+$1.39M
3
+$853K
4
BA icon
Boeing
BA
+$752K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K

Sector Composition

1 Technology 35.6%
2 Healthcare 11.32%
3 Consumer Discretionary 10.05%
4 Communication Services 7.87%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.24%
39,150
-443
27
$11.5M 1.17%
32,164
+201
28
$10.9M 1.11%
20,271
+291
29
$10.7M 1.09%
21,288
+864
30
$10.5M 1.07%
191,415
+17,407
31
$10.1M 1.03%
59,680
+3,889
32
$9.97M 1.01%
129,160
+2,205
33
$9.91M 1.01%
48,266
-1,851
34
$9.48M 0.96%
58,684
+9,937
35
$9.44M 0.96%
68,060
-2,222
36
$9.39M 0.95%
99,426
-1,360
37
$9.13M 0.93%
158,318
+1,018
38
$8.71M 0.89%
99,690
39
$8.7M 0.88%
35,380
+925
40
$8.6M 0.87%
16,449
+2,326
41
$8.26M 0.84%
52,394
-17
42
$8.2M 0.83%
87,261
-327
43
$7.93M 0.81%
84,254
+5,140
44
$7.73M 0.79%
56,841
+2,823
45
$7.7M 0.78%
310,508
+12,280
46
$7.38M 0.75%
35,853
+104
47
$7.3M 0.74%
50,672
+2,325
48
$7.1M 0.72%
11,688
+599
49
$7.03M 0.71%
55,777
+2,133
50
$6.83M 0.69%
286,398
+34,125
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