LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+0.55%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+0.31%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
128
New
5
Increased
55
Reduced
33
Closed
7
Top Buys
| 1 |
Fidelity National Information Services
FIS
|
$3.12M |
| 2 |
DexCom
DXCM
|
$3M |
| 3 |
Apple
AAPL
|
$1.67M |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$1.09M |
| 5 |
Verizon
VZ
|
$1.03M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
$4.32M |
| 2 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$2.24M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$1.89M |
| 4 |
WP
Worldpay, Inc.
WP
|
$1.42M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.42M |
Sector Composition
| 1 | Technology | 31.06% |
| 2 | Healthcare | 12.66% |
| 3 | Financials | 9.95% |
| 4 | Communication Services | 9.6% |
| 5 | Consumer Discretionary | 9.15% |
