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
101
$1.71M 0.15%
3,377
-4,904
102
$1.65M 0.15%
21,810
-7,141
103
$1.58M 0.14%
17,365
-1,520
104
$1.47M 0.13%
10,886
-24,032
105
$1.38M 0.12%
2,554
-528
106
$1.37M 0.12%
3,415
+450
107
$1.36M 0.12%
5,602
-34
108
$1.28M 0.11%
4,305
+100
109
$1.26M 0.11%
2,217
+89
110
$1.26M 0.11%
49,665
111
$1.24M 0.11%
1,319
112
$1.22M 0.11%
29,186
-4,645
113
$1.22M 0.11%
13,767
-600
114
$1.2M 0.11%
24,727
+3,319
115
$1.09M 0.1%
12,947
116
$1.08M 0.1%
7,439
+104
117
$1.07M 0.1%
4,326
+6
118
$1.05M 0.09%
7,845
119
$964K 0.09%
16,277
120
$899K 0.08%
3,314
-3,787
121
$888K 0.08%
27,508
122
$833K 0.07%
3,018
-8,322
123
$797K 0.07%
3,315
-327
124
$748K 0.07%
6,460
-183
125
$748K 0.07%
1,404
3 4
5
6 7