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
$587M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.25M
3
+$1.21M
4
A icon
Agilent Technologies
A
+$921K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$867K

Top Sells

1
+$2.61M
2
+$1.12M
3
+$1.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$461K
5
VZ icon
Verizon
VZ
+$375K

Sector Composition

1 Technology 31.48%
2 Healthcare 13.41%
3 Consumer Discretionary 10.16%
4 Communication Services 8.85%
5 Financials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.52M 0.43%
52,083
-2,606
77
$2.36M 0.4%
12,704
-676
78
$2.34M 0.4%
93,495
-104,103
79
$2.32M 0.4%
8,754
+66
80
$2.24M 0.38%
41,861
-1,574
81
$2.23M 0.38%
29,651
-634
82
$2.16M 0.37%
29,389
-1,621
83
$1.98M 0.34%
142,869
-10,532
84
$1.97M 0.34%
6,928
+97
85
$1.94M 0.33%
84,230
+3,500
86
$1.92M 0.33%
5,347
+595
87
$1.89M 0.32%
7,062
+303
88
$1.71M 0.29%
17,823
-875
89
$1.7M 0.29%
13,377
+1,760
90
$1.66M 0.28%
36,000
91
$1.34M 0.23%
18,092
-823
92
$1.29M 0.22%
10,632
-136
93
$1.26M 0.21%
8,125
94
$1.18M 0.2%
38,819
+204
95
$1.18M 0.2%
29,417
-1,488
96
$1.13M 0.19%
2,808
97
$1.06M 0.18%
19,089
+673
98
$1.04M 0.18%
11,921
+1,616
99
$1.03M 0.18%
13,607
-13,625
100
$1.02M 0.17%
18,552
-1,122
2 3
4
5 6