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
$1.1B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.93M
3
+$1.52M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.36M
5
NFLX icon
Netflix
NFLX
+$1.19M

Top Sells

1
+$3.27M
2
+$2.77M
3
+$2.42M
4
WDAY icon
Workday
WDAY
+$2.33M
5
BHP icon
BHP
BHP
+$2.06M

Sector Composition

1 Technology 36.65%
2 Healthcare 10.34%
3 Consumer Discretionary 9.11%
4 Communication Services 8.88%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4M 0.36%
18,105
-957
77
$3.98M 0.36%
49,680
-34,523
78
$3.93M 0.36%
11,340
+1,318
79
$3.71M 0.34%
54,665
+7,130
80
$3.66M 0.33%
6,352
-15
81
$3.6M 0.33%
90,618
-14,606
82
$3.52M 0.32%
165,800
+138,250
83
$3.49M 0.32%
19,476
+531
84
$3.26M 0.3%
40,267
-1,053
85
$3.24M 0.29%
22,274
+735
86
$3.12M 0.28%
13,838
+438
87
$3.08M 0.28%
122,007
-64,192
88
$3.04M 0.28%
48,775
-2,065
89
$2.99M 0.27%
6,494
90
$2.93M 0.27%
26,880
91
$2.91M 0.26%
26,368
+491
92
$2.87M 0.26%
16,610
-20
93
$2.42M 0.22%
28,951
-716
94
$2.2M 0.2%
2,481
95
$2.16M 0.2%
4,417
-78
96
$2.08M 0.19%
21,067
+366
97
$2.01M 0.18%
7,101
-858
98
$2.01M 0.18%
12,651
-1,583
99
$1.95M 0.18%
16,665
100
$1.84M 0.17%
18,885
-14,730
2 3
4
5 6