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
$782M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$998K
3
+$927K
4
AMD icon
Advanced Micro Devices
AMD
+$889K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$771K

Top Sells

1
+$1.96M
2
+$1.45M
3
+$1.26M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$891K

Sector Composition

1 Technology 34.4%
2 Healthcare 12.59%
3 Consumer Discretionary 10.14%
4 Communication Services 7.21%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.35M 0.43%
142,707
+17,865
77
$3.26M 0.42%
24,560
-2,495
78
$3.21M 0.41%
17,121
+1,249
79
$3.07M 0.39%
18,273
-823
80
$3.04M 0.39%
105,872
-12,454
81
$3.01M 0.38%
75,976
+10,145
82
$2.9M 0.37%
118,455
+16,775
83
$2.77M 0.35%
5,765
+394
84
$2.77M 0.35%
25,746
-1,610
85
$2.65M 0.34%
5,941
+150
86
$2.62M 0.33%
9,335
+901
87
$2.6M 0.33%
44,590
-157
88
$2.32M 0.3%
15,559
+3,594
89
$2.14M 0.27%
8,184
+20
90
$2.13M 0.27%
6,258
-714
91
$2.11M 0.27%
32,775
92
$1.84M 0.24%
22,140
-5
93
$1.71M 0.22%
26,225
+5,998
94
$1.68M 0.22%
7,966
-1,002
95
$1.54M 0.2%
17,730
-100
96
$1.52M 0.19%
4,112
-69
97
$1.27M 0.16%
24,583
-4,357
98
$1.21M 0.15%
6,635
-1,969
99
$1.17M 0.15%
2,440
-63
100
$1.14M 0.15%
22,274
-7,307
2 3
4
5 6