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
$232M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.56M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.49M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.46M

Top Sells

1
+$906K
2
+$885K
3
+$702K
4
DD
Du Pont De Nemours E I
DD
+$679K
5
HP icon
Helmerich & Payne
HP
+$555K

Sector Composition

1 Technology 20.05%
2 Financials 13.77%
3 Consumer Discretionary 13.19%
4 Industrials 12.34%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.09%
+1,418
102
$207K 0.09%
1,400
103
$205K 0.09%
1,639
-329
104
$166K 0.07%
11,450
105
– –
-22,180
106
– –
-4,000
107
– –
-4,575
108
– –
-8,411
109
– –
-16,615
1 2 3 4
5