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
$1.12B
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.01M
3
+$2.34M
4
VRT icon
Vertiv
VRT
+$2.32M
5
TTD icon
Trade Desk
TTD
+$2.26M

Top Sells

1
+$3.5M
2
+$3.25M
3
+$3.08M
4
PEP icon
PepsiCo
PEP
+$2.56M
5
UNH icon
UnitedHealth
UNH
+$2.48M

Sector Composition

1 Technology 38.48%
2 Communication Services 9.67%
3 Healthcare 9%
4 Consumer Discretionary 8.97%
5 Financials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.78M 0.7%
34,099
-378
52
$7.47M 0.67%
327,578
+21,654
53
$7.08M 0.63%
53,753
-42
54
$6.92M 0.62%
47,753
-4,356
55
$6.78M 0.61%
29,977
+10,334
56
$6.5M 0.58%
57,438
-272
57
$6.47M 0.58%
302,673
+34,103
58
$6.09M 0.55%
27,607
+675
59
$6.02M 0.54%
14,212
-196
60
$5.96M 0.53%
47,349
+41,299
61
$5.93M 0.53%
35,190
-10,000
62
$5.85M 0.52%
152,641
-60,601
63
$5.71M 0.51%
5,569
-27
64
$5.38M 0.48%
141,301
-8,739
65
$5.26M 0.47%
213,975
+16,500
66
$5.12M 0.46%
47,558
+7,291
67
$4.82M 0.43%
236,975
+71,175
68
$4.71M 0.42%
60,613
-4,427
69
$4.22M 0.38%
37,890
-4,225
70
$4.06M 0.36%
29,518
-2,452
71
$4.05M 0.36%
35,649
+20,379
72
$3.98M 0.36%
90,461
-157
73
$3.85M 0.35%
16,614
+4
74
$3.78M 0.34%
7,782
-1,797
75
$3.74M 0.34%
6,352
1 2
3
4 5