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
$333M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$3M
3
+$1.67M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.09M
5
VZ icon
Verizon
VZ
+$1.03M

Top Sells

1
+$4.32M
2
+$2.24M
3
+$1.89M
4
WP
Worldpay, Inc.
WP
+$1.42M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.42M

Sector Composition

1 Technology 31.06%
2 Healthcare 12.66%
3 Financials 9.95%
4 Communication Services 9.6%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.69%
90,003
+18,450
52
$2.17M 0.65%
8,100
+1,075
53
$1.96M 0.59%
69,904
-50,595
54
$1.94M 0.58%
75,304
+42,450
55
$1.89M 0.57%
30,529
-30,497
56
$1.87M 0.56%
4,797
+350
57
$1.81M 0.54%
34,155
+4,540
58
$1.69M 0.51%
22,117
-2,351
59
$1.67M 0.5%
27,974
-232
60
$1.66M 0.5%
21,333
+440
61
$1.56M 0.47%
20,040
+755
62
$1.43M 0.43%
15,904
-2,422
63
$1.31M 0.39%
11,683
+4,132
64
$1.25M 0.38%
3,526
-22
65
$1.24M 0.37%
5,969
66
$1.24M 0.37%
630
-5
67
$1.14M 0.34%
12,868
68
$1.13M 0.34%
21,392
-150
69
$1.07M 0.32%
11,212
+3,000
70
$908K 0.27%
36,000
71
$770K 0.23%
5,261
-1,232
72
$746K 0.22%
5,370
+70
73
$713K 0.21%
10,095
74
$712K 0.21%
24,904
-200
75
$710K 0.21%
30,744
1 2
3
4 5