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
$205M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.77M
3
+$955K
4
NVDA icon
NVIDIA
NVDA
+$908K
5
GBDC icon
Golub Capital BDC
GBDC
+$904K

Top Sells

1
+$1.88M
2
+$1.6M
3
+$1.29M
4
PANW icon
Palo Alto Networks
PANW
+$1.28M
5
BHI
Baker Hughes
BHI
+$720K

Sector Composition

1 Technology 20.5%
2 Financials 14.01%
3 Consumer Discretionary 13.77%
4 Industrials 12.74%
5 Healthcare 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.75%
27,860
+2,165
52
$1.48M 0.72%
4,657
+536
53
$1.43M 0.69%
394,400
+251,400
54
$1.28M 0.62%
7,560
+920
55
$1.26M 0.61%
8,469
+2,580
56
$1.19M 0.58%
12,662
+10,190
57
$1.04M 0.51%
11,882
+3,191
58
$1.01M 0.49%
18,540
-3,853
59
$987K 0.48%
6,182
+2,162
60
$930K 0.45%
49,995
+11,950
61
$906K 0.44%
16,615
-13,202
62
$866K 0.42%
7,829
-5,339
63
$821K 0.4%
4,846
-50
64
$809K 0.39%
6,116
-175
65
$792K 0.39%
12,200
-1,475
66
$782K 0.38%
+31,100
67
$755K 0.37%
9,530
+4,635
68
$679K 0.33%
8,411
+450
69
$667K 0.32%
2,746
-315
70
$636K 0.31%
5,970
+1,385
71
$619K 0.3%
5,228
+193
72
$602K 0.29%
5,766
-2,884
73
$592K 0.29%
10,689
+463
74
$556K 0.27%
7,403
+193
75
$533K 0.26%
4,520
+1,300
1 2
3
4 5