LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.04M
3
+$2.81M
4
VRT icon
Vertiv
VRT
+$2.78M
5
TOL icon
Toll Brothers
TOL
+$2.28M

Top Sells

1
+$2.52M
2
+$2.34M
3
+$2.24M
4
NOC icon
Northrop Grumman
NOC
+$1.83M
5
SLB icon
SLB Ltd
SLB
+$1.2M

Sector Composition

1 Technology 35.97%
2 Healthcare 9.38%
3 Communication Services 9.2%
4 Consumer Discretionary 8.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.32%
6,151
-201
77
$3.31M 0.31%
31,487
-696
78
$3.13M 0.29%
18,096
-673
79
$3.04M 0.28%
+42,767
80
$2.9M 0.27%
55,684
+60
81
$2.84M 0.27%
25,398
82
$2.78M 0.26%
16,594
-20
83
$2.76M 0.26%
43,451
-5,689
84
$2.69M 0.25%
24,213
-841
85
$2.5M 0.23%
42,785
-6,000
86
$2.47M 0.23%
23,635
+3,744
87
$2.19M 0.2%
18,382
-275
88
$2.16M 0.2%
20,691
-7,016
89
$2.14M 0.2%
10,712
-3,110
90
$2.11M 0.2%
4,489
+251
91
$2.08M 0.19%
16,282
-6,590
92
$2.07M 0.19%
4,037
+1,483
93
$2.05M 0.19%
3,997
-3,570
94
$2.02M 0.19%
2,445
-87
95
$1.85M 0.17%
37,122
+12,395
96
$1.83M 0.17%
12,221
-1,601
97
$1.83M 0.17%
31,440
-10,490
98
$1.82M 0.17%
18,594
+1,229
99
$1.8M 0.17%
59,795
+10,130
100
$1.69M 0.16%
9,267
-2,000
2 3
4
5 6