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
$1.12B
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.01M
3
+$2.34M
4
VRT icon
Vertiv
VRT
+$2.32M
5
TTD icon
Trade Desk
TTD
+$2.26M

Top Sells

1
+$3.5M
2
+$3.25M
3
+$3.08M
4
PEP icon
PepsiCo
PEP
+$2.56M
5
UNH icon
UnitedHealth
UNH
+$2.48M

Sector Composition

1 Technology 38.48%
2 Communication Services 9.67%
3 Healthcare 9%
4 Consumer Discretionary 8.97%
5 Financials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.1%
61,953
+1,406
27
$12.2M 1.09%
33,881
+32
28
$12.1M 1.09%
96,300
+1,159
29
$12M 1.08%
20,512
-49
30
$11.7M 1.05%
168,057
+2,965
31
$11.6M 1.04%
51,169
+1,230
32
$11.6M 1.04%
98,339
+19,204
33
$11.3M 1.02%
85,905
+4,687
34
$11.3M 1.01%
53,526
-133
35
$10.9M 0.98%
66,971
-81
36
$10.7M 0.96%
88,365
+1,125
37
$9.84M 0.88%
163,102
+26,986
38
$9.83M 0.88%
55,452
+457
39
$9.55M 0.86%
39,441
+3,343
40
$9.52M 0.85%
568,991
+12,975
41
$9.29M 0.83%
371,036
+39,145
42
$8.91M 0.8%
57,730
+347
43
$8.73M 0.78%
21,123
+72
44
$8.72M 0.78%
363,921
+17,490
45
$8.51M 0.76%
94,146
+11,416
46
$8.36M 0.75%
97,606
-5,328
47
$8.36M 0.75%
18,791
-524
48
$8.24M 0.74%
331,018
+22,914
49
$8.21M 0.74%
341,272
+15,447
50
$8.2M 0.74%
15,578
+515
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