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
$587M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.25M
3
+$1.21M
4
A icon
Agilent Technologies
A
+$921K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$867K

Top Sells

1
+$2.61M
2
+$1.12M
3
+$1.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$461K
5
VZ icon
Verizon
VZ
+$375K

Sector Composition

1 Technology 31.48%
2 Healthcare 13.41%
3 Consumer Discretionary 10.16%
4 Communication Services 8.85%
5 Financials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.37M 0.74%
60,599
+802
52
$4.35M 0.74%
180,164
+35,157
53
$4.33M 0.74%
120,590
+12,493
54
$4.32M 0.73%
12,081
+1,203
55
$4.1M 0.7%
25,133
+210
56
$4.06M 0.69%
67,990
-180
57
$4.02M 0.69%
133,206
+3,381
58
$4M 0.68%
23,546
-243
59
$3.98M 0.68%
95,888
60
$3.69M 0.63%
59,990
61
$3.65M 0.62%
135,505
-495
62
$3.58M 0.61%
56,452
+4,420
63
$3.5M 0.6%
51,033
+429
64
$3.35M 0.57%
20,435
+237
65
$3.34M 0.57%
88,025
-9,890
66
$3.24M 0.55%
5,895
+119
67
$3.21M 0.55%
73,140
+28,525
68
$3.13M 0.53%
25,838
+876
69
$3.07M 0.52%
13,046
-69
70
$3.02M 0.51%
38,080
+1,598
71
$2.98M 0.51%
60,327
+35,244
72
$2.86M 0.49%
41,398
-1,461
73
$2.68M 0.46%
91,512
-10,836
74
$2.67M 0.45%
16,182
-548
75
$2.62M 0.45%
113,537
+19,638
1 2
3
4 5