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
$808M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.19M
3
+$3.06M
4
BALL icon
Ball Corp
BALL
+$2.34M
5
DASH icon
DoorDash
DASH
+$1.45M

Top Sells

1
+$984K
2
+$948K
3
+$671K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$617K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$591K

Sector Composition

1 Technology 35.96%
2 Healthcare 12.41%
3 Communication Services 10.49%
4 Consumer Discretionary 9.27%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.68M 0.7%
101,328
-1,361
52
$5.59M 0.69%
46,366
+9,441
53
$5.49M 0.68%
38,730
+1,726
54
$5.45M 0.67%
487,924
+7,200
55
$5.44M 0.67%
6,212
+404
56
$5.16M 0.64%
50,338
+4,415
57
$5.15M 0.64%
76,197
-14,034
58
$5.03M 0.62%
25,794
+462
59
$4.95M 0.61%
20,655
+1,965
60
$4.95M 0.61%
36,142
+2,492
61
$4.94M 0.61%
119,919
+16,394
62
$4.94M 0.61%
194,543
+550
63
$4.93M 0.61%
186,867
-4,809
64
$4.87M 0.6%
186,749
-855
65
$4.44M 0.55%
18,379
+5,884
66
$4M 0.49%
9,311
+89
67
$3.82M 0.47%
40,219
+157
68
$3.81M 0.47%
47,029
+28,850
69
$3.71M 0.46%
25,024
+1,598
70
$3.7M 0.46%
149,290
-14,980
71
$3.65M 0.45%
29,471
-628
72
$3.64M 0.45%
132,583
+32,715
73
$3.56M 0.44%
132,092
-5,300
74
$3.36M 0.42%
14,657
+2,429
75
$3.19M 0.39%
+41,240
1 2
3
4 5