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
$984M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.61M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.51M
5
WDAY icon
Workday
WDAY
+$1.33M

Top Sells

1
+$5.2M
2
+$1.39M
3
+$853K
4
BA icon
Boeing
BA
+$752K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K

Sector Composition

1 Technology 35.6%
2 Healthcare 11.32%
3 Consumer Discretionary 10.05%
4 Communication Services 7.87%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.15%
12,676
+447
102
$1.29M 0.13%
7,334
-53
103
$1.28M 0.13%
2,300
-52
104
$1.24M 0.13%
14,767
-970
105
$1.18M 0.12%
+7,219
106
$1.17M 0.12%
23,377
-2,083
107
$1.12M 0.11%
7,699
-145
108
$1.12M 0.11%
7,065
-531
109
$1.11M 0.11%
18,681
-120
110
$1.1M 0.11%
5,384
-1,071
111
$1.08M 0.11%
4,237
-296
112
$1.08M 0.11%
3,200
113
$1.02M 0.1%
27,508
+163
114
$957K 0.1%
4,205
115
$874K 0.09%
32,535
+9,921
116
$820K 0.08%
2,883
+27
117
$804K 0.08%
6,095
-303
118
$783K 0.08%
6,050
119
$757K 0.08%
5,999
-4,166
120
$727K 0.07%
9,800
+3,085
121
$714K 0.07%
6,395
+150
122
$681K 0.07%
31,715
+2,820
123
$674K 0.07%
15,993
+73
124
$660K 0.07%
2,887
-80
125
$644K 0.07%
6,601
-200
3 4
5
6 7