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
$232M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.56M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.49M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.46M

Top Sells

1
+$906K
2
+$885K
3
+$702K
4
DD
Du Pont De Nemours E I
DD
+$679K
5
HP icon
Helmerich & Payne
HP
+$555K

Sector Composition

1 Technology 20.05%
2 Financials 13.77%
3 Consumer Discretionary 13.19%
4 Industrials 12.34%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.26%
+6,855
77
$564K 0.24%
5,035
-193
78
$550K 0.24%
4,520
79
$495K 0.21%
8,722
+2,517
80
$454K 0.2%
8,227
-2,462
81
$434K 0.19%
+17,320
82
$421K 0.18%
8,748
-1,225
83
$411K 0.18%
7,885
-10,655
84
$396K 0.17%
2,121
85
$371K 0.16%
4,097
86
$369K 0.16%
7,908
+2,938
87
$361K 0.16%
4,216
-275
88
$359K 0.16%
7,900
-50
89
$359K 0.16%
5,600
-1,803
90
$349K 0.15%
+4,924
91
$330K 0.14%
5,364
-576
92
$312K 0.13%
+8,520
93
$283K 0.12%
2,183
-710
94
$271K 0.12%
2,975
-100
95
$270K 0.12%
8,804
96
$265K 0.11%
3,632
-151
97
$255K 0.11%
3,185
-290
98
$235K 0.1%
12,173
-10,442
99
$221K 0.1%
3,606
100
$212K 0.09%
+1,430
1 2 3
4
5