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
$782M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$998K
3
+$927K
4
AMD icon
Advanced Micro Devices
AMD
+$889K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$771K

Top Sells

1
+$1.96M
2
+$1.45M
3
+$1.26M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$891K

Sector Composition

1 Technology 34.4%
2 Healthcare 12.59%
3 Consumer Discretionary 10.14%
4 Communication Services 7.21%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.14%
2,418
-178
102
$1.08M 0.14%
6,198
+47
103
$1.05M 0.13%
+1,339
104
$1.01M 0.13%
3,670
105
$932K 0.12%
27,345
106
$930K 0.12%
14,739
-2,315
107
$908K 0.12%
7,553
-15
108
$854K 0.11%
10,129
-2,173
109
$831K 0.11%
11,385
-2,975
110
$822K 0.11%
16,410
-1,200
111
$810K 0.1%
4,518
-52
112
$808K 0.1%
8,113
-1,636
113
$800K 0.1%
7,455
-77
114
$778K 0.1%
8,051
-550
115
$752K 0.1%
4,543
116
$733K 0.09%
4,205
-1,500
117
$718K 0.09%
7,329
-355
118
$715K 0.09%
11,183
-551
119
$704K 0.09%
18,937
-9,534
120
$692K 0.09%
39,630
-2,181
121
$685K 0.09%
10,096
-3,868
122
$677K 0.09%
3,404
-288
123
$651K 0.08%
6,947
-3,160
124
$637K 0.08%
2,871
-60
125
$632K 0.08%
3,776
3 4
5
6 7