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
$984M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.61M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.51M
5
WDAY icon
Workday
WDAY
+$1.33M

Top Sells

1
+$5.2M
2
+$1.39M
3
+$853K
4
BA icon
Boeing
BA
+$752K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K

Sector Composition

1 Technology 35.6%
2 Healthcare 11.32%
3 Consumer Discretionary 10.05%
4 Communication Services 7.87%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.65M 0.68%
279,526
+63,256
52
$6.58M 0.67%
37,123
+456
53
$6.52M 0.66%
51,258
+2,392
54
$6.52M 0.66%
55,890
55
$6.49M 0.66%
57,131
+1,773
56
$6.42M 0.65%
556,016
57
$6.37M 0.65%
135,408
+11,690
58
$6.22M 0.63%
12,999
-759
59
$6.2M 0.63%
247,646
-34,046
60
$5.85M 0.59%
12,852
-687
61
$5.81M 0.59%
233,301
+74,135
62
$5.63M 0.57%
13,706
+823
63
$5.61M 0.57%
61,421
+3,892
64
$5.54M 0.56%
11,514
+150
65
$5.5M 0.56%
44,909
-1,000
66
$5.25M 0.53%
38,134
+938
67
$4.98M 0.51%
28,472
-1,431
68
$4.92M 0.5%
215,780
+36,285
69
$4.84M 0.49%
24,803
+5,120
70
$4.67M 0.47%
218,035
+45,490
71
$4.6M 0.47%
5,519
+149
72
$4.16M 0.42%
84,203
73
$4.01M 0.41%
161,650
+72,100
74
$4M 0.41%
105,516
-2,105
75
$3.99M 0.41%
18,963
+4,798
1 2
3
4 5