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
$232M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.56M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.49M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.46M

Top Sells

1
+$906K
2
+$885K
3
+$702K
4
DD
Du Pont De Nemours E I
DD
+$679K
5
HP icon
Helmerich & Payne
HP
+$555K

Sector Composition

1 Technology 20.05%
2 Financials 13.77%
3 Consumer Discretionary 13.19%
4 Industrials 12.34%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.78%
54,025
-6,562
52
$1.72M 0.74%
15,210
-7,830
53
$1.72M 0.74%
20,941
-1,866
54
$1.55M 0.67%
45,647
-1,885
55
$1.49M 0.64%
+58,162
56
$1.49M 0.64%
27,505
-355
57
$1.48M 0.64%
4,515
-142
58
$1.46M 0.63%
+57,343
59
$1.44M 0.62%
14,607
-7,123
60
$1.4M 0.61%
11,971
-4,288
61
$1.25M 0.54%
8,694
+225
62
$1.09M 0.47%
13,352
+3,822
63
$1.07M 0.46%
7,242
+1,060
64
$978K 0.42%
8,144
+315
65
$977K 0.42%
11,105
-777
66
$913K 0.39%
44,900
-5,095
67
$895K 0.39%
+6,410
68
$888K 0.38%
12,965
+765
69
$888K 0.38%
4,846
70
$845K 0.36%
8,735
+5,570
71
$787K 0.34%
6,056
-60
72
$760K 0.33%
+10,707
73
$675K 0.29%
2,671
-75
74
$668K 0.29%
5,682
-84
75
$647K 0.28%
6,070
+100
1 2
3
4 5