LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.04M
3
+$2.81M
4
VRT icon
Vertiv
VRT
+$2.78M
5
TOL icon
Toll Brothers
TOL
+$2.28M

Top Sells

1
+$2.52M
2
+$2.34M
3
+$2.24M
4
NOC icon
Northrop Grumman
NOC
+$1.83M
5
SLB icon
SLB Ltd
SLB
+$1.2M

Sector Composition

1 Technology 35.97%
2 Healthcare 9.38%
3 Communication Services 9.2%
4 Consumer Discretionary 8.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.92M 0.74%
33,509
-590
52
$7.77M 0.73%
46,458
-1,295
53
$7.65M 0.71%
30,081
+20,563
54
$7.53M 0.7%
568,991
55
$7.44M 0.7%
56,751
+2,998
56
$7.28M 0.68%
68,902
+21,553
57
$7M 0.65%
322,208
+19,535
58
$6.88M 0.64%
7,271
+1,702
59
$6.75M 0.63%
14,381
+169
60
$6.6M 0.62%
70,643
-26,963
61
$6.59M 0.62%
35,190
62
$6.05M 0.57%
15,779
-3,012
63
$5.72M 0.53%
50,748
+3,190
64
$5.38M 0.5%
98,339
65
$5.37M 0.5%
214,875
+900
66
$5.36M 0.5%
74,202
+38,553
67
$5.35M 0.5%
36,662
+7,144
68
$5.35M 0.5%
141,238
-63
69
$5.18M 0.48%
123,818
-28,823
70
$5.06M 0.47%
243,975
+7,000
71
$3.93M 0.37%
7,375
+702
72
$3.82M 0.36%
38,717
+827
73
$3.77M 0.35%
90,317
-144
74
$3.76M 0.35%
54,992
-5,621
75
$3.58M 0.34%
17,358
+1,950
1 2
3
4 5