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
$782M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$998K
3
+$927K
4
AMD icon
Advanced Micro Devices
AMD
+$889K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$771K

Top Sells

1
+$1.96M
2
+$1.45M
3
+$1.26M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$891K

Sector Composition

1 Technology 34.4%
2 Healthcare 12.59%
3 Consumer Discretionary 10.14%
4 Communication Services 7.21%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.65M 0.72%
55,969
+3,719
52
$5.42M 0.69%
47,620
+4,510
53
$5.38M 0.69%
40,768
+1,867
54
$5.36M 0.69%
12,092
+942
55
$5.25M 0.67%
67,990
56
$5.06M 0.65%
11,491
-313
57
$5.05M 0.65%
56,609
-394
58
$4.98M 0.64%
26,885
+2,358
59
$4.98M 0.64%
28,287
+3,818
60
$4.59M 0.59%
195,772
+32,830
61
$4.49M 0.57%
112,139
+24,961
62
$4.45M 0.57%
58,490
63
$4.11M 0.53%
39,656
+3,789
64
$4.01M 0.51%
76,735
-6,940
65
$4.01M 0.51%
5,806
-60
66
$3.93M 0.5%
51,429
-3,966
67
$3.78M 0.48%
25,247
-2,747
68
$3.64M 0.47%
144,030
-77,517
69
$3.53M 0.45%
8,978
+520
70
$3.53M 0.45%
48,634
+4,250
71
$3.52M 0.45%
30,878
-90
72
$3.42M 0.44%
57,354
+6,653
73
$3.41M 0.44%
152,095
+41,275
74
$3.39M 0.43%
95,888
75
$3.37M 0.43%
26,557
+515
1 2
3
4 5