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
$984M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.61M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.51M
5
WDAY icon
Workday
WDAY
+$1.33M

Top Sells

1
+$5.2M
2
+$1.39M
3
+$853K
4
BA icon
Boeing
BA
+$752K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K

Sector Composition

1 Technology 35.6%
2 Healthcare 11.32%
3 Consumer Discretionary 10.05%
4 Communication Services 7.87%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.94M 0.4%
23,262
+141
77
$3.75M 0.38%
7,571
+1,221
78
$3.62M 0.37%
9,967
+414
79
$3.48M 0.35%
32,836
+1,146
80
$3.46M 0.35%
59,917
+156
81
$3.44M 0.35%
6,538
+1,095
82
$3.41M 0.35%
23,053
+1,290
83
$3.41M 0.35%
35,171
+4,498
84
$3.34M 0.34%
54,930
+1,980
85
$2.94M 0.3%
21,394
+829
86
$2.88M 0.29%
42,790
+5,400
87
$2.73M 0.28%
6,494
-21
88
$2.7M 0.27%
33,764
-5,077
89
$2.68M 0.27%
24,977
+2,346
90
$2.54M 0.26%
12,185
-144
91
$2.36M 0.24%
26,880
92
$2.15M 0.22%
22,614
+1,892
93
$2.14M 0.22%
16,140
+370
94
$2.11M 0.21%
2,561
-1,683
95
$2.06M 0.21%
6,129
+793
96
$1.96M 0.2%
23,025
-2,300
97
$1.92M 0.19%
2,463
+32
98
$1.81M 0.18%
44,013
-13,457
99
$1.76M 0.18%
3,957
-513
100
$1.53M 0.16%
12,977
+63
2 3
4
5 6