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
$1.1B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.93M
3
+$1.52M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.36M
5
NFLX icon
Netflix
NFLX
+$1.19M

Top Sells

1
+$3.27M
2
+$2.77M
3
+$2.42M
4
WDAY icon
Workday
WDAY
+$2.33M
5
BHP icon
BHP
BHP
+$2.06M

Sector Composition

1 Technology 36.65%
2 Healthcare 10.34%
3 Consumer Discretionary 9.11%
4 Communication Services 8.88%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 1.15%
157,184
+983
27
$12.2M 1.11%
33,849
+236
28
$12.1M 1.1%
44,502
+2,404
29
$11.8M 1.07%
20,561
-657
30
$11.3M 1.02%
53,659
-686
31
$10.8M 0.98%
165,092
+3,093
32
$10.6M 0.97%
21,051
-88
33
$10.5M 0.96%
60,547
+854
34
$10.3M 0.94%
14,569
+1,678
35
$10.3M 0.94%
49,939
+1,003
36
$10.2M 0.93%
136,116
+11,474
37
$10M 0.91%
19,315
-403
38
$9.92M 0.9%
95,141
+3,617
39
$9.04M 0.82%
102,934
-888
40
$8.95M 0.81%
213,242
-6,972
41
$8.9M 0.81%
54,995
+1,009
42
$8.77M 0.8%
36,098
+425
43
$8.68M 0.79%
79,135
-10,000
44
$8.5M 0.77%
34,477
-1,071
45
$8.44M 0.77%
346,431
+36,563
46
$8.36M 0.76%
556,016
47
$8.33M 0.76%
331,891
+21,858
48
$8.27M 0.75%
45,190
-10,700
49
$7.92M 0.72%
325,825
+23,617
50
$7.87M 0.72%
308,104
+46,353
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