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
$1.12B
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.01M
3
+$2.34M
4
VRT icon
Vertiv
VRT
+$2.32M
5
TTD icon
Trade Desk
TTD
+$2.26M

Top Sells

1
+$3.5M
2
+$3.25M
3
+$3.08M
4
PEP icon
PepsiCo
PEP
+$2.56M
5
UNH icon
UnitedHealth
UNH
+$2.48M

Sector Composition

1 Technology 38.48%
2 Communication Services 9.67%
3 Healthcare 9%
4 Consumer Discretionary 8.97%
5 Financials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.72M 0.33%
49,140
-7,854
77
$3.58M 0.32%
15,408
+1,570
78
$3.55M 0.32%
7,567
-2,004
79
$3.38M 0.3%
41,930
-7,750
80
$3.29M 0.29%
18,769
-707
81
$3.19M 0.29%
32,183
-14,582
82
$3.07M 0.27%
55,624
+959
83
$3.05M 0.27%
13,822
-4,283
84
$3.04M 0.27%
48,785
+10
85
$3.02M 0.27%
6,673
+179
86
$3.02M 0.27%
22,872
+598
87
$3.01M 0.27%
+9,518
88
$2.83M 0.25%
25,398
-1,482
89
$2.67M 0.24%
25,054
-1,314
90
$2.51M 0.23%
27,707
-12,634
91
$2.43M 0.22%
9,967
-2,684
92
$2.29M 0.21%
19,891
+12,681
93
$2.17M 0.19%
4,238
-179
94
$2.1M 0.19%
13,822
-16,832
95
$2.01M 0.18%
18,657
+1,992
96
$1.95M 0.18%
2,532
+51
97
$1.89M 0.17%
11,267
98
$1.88M 0.17%
4,644
-1,068
99
$1.81M 0.16%
20,094
-973
100
$1.75M 0.16%
10,737
+2,902
2 3
4
5 6