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
$808M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.19M
3
+$3.06M
4
BALL icon
Ball Corp
BALL
+$2.34M
5
DASH icon
DoorDash
DASH
+$1.45M

Top Sells

1
+$984K
2
+$948K
3
+$671K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$617K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$591K

Sector Composition

1 Technology 35.96%
2 Healthcare 12.41%
3 Communication Services 10.49%
4 Consumer Discretionary 9.27%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.13M 0.39%
11,956
-2,211
77
$3.06M 0.38%
+89,442
78
$2.74M 0.34%
23,763
-1,190
79
$2.38M 0.29%
18,866
+2,660
80
$2.1M 0.26%
4,874
+590
81
$2.02M 0.25%
37,510
-3,615
82
$1.96M 0.24%
8,637
-87
83
$1.82M 0.23%
21,920
+10,415
84
$1.72M 0.21%
6,176
+346
85
$1.7M 0.21%
32,094
+389
86
$1.69M 0.21%
4,662
-48
87
$1.61M 0.2%
36,000
88
$1.57M 0.19%
10,406
+5,135
89
$1.45M 0.18%
+8,106
90
$1.39M 0.17%
9,641
+5
91
$1.36M 0.17%
8,235
+1,125
92
$1.33M 0.17%
2,711
-175
93
$1.32M 0.16%
+24,435
94
$1.22M 0.15%
14,369
+1,537
95
$1.15M 0.14%
10,010
96
$1.13M 0.14%
14,310
+1,465
97
$1.12M 0.14%
13,530
+945
98
$1.12M 0.14%
4,109
+254
99
$1.11M 0.14%
4,913
+325
100
$1.07M 0.13%
19,047
+84
2 3
4
5 6