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
101
$1.68M 0.16%
+9,577
102
$1.54M 0.14%
18,788
-3,022
103
$1.43M 0.13%
+56,120
104
$1.43M 0.13%
6,727
-3,240
105
$1.27M 0.12%
5,709
+107
106
$1.25M 0.12%
+21,176
107
$1.23M 0.12%
2,761
-5,021
108
$1.23M 0.12%
3,415
109
$1.22M 0.11%
5,243
+917
110
$1.18M 0.11%
14,528
-5,566
111
$1.16M 0.11%
13,667
-100
112
$1.13M 0.11%
4,205
-100
113
$1.13M 0.11%
2,111
-106
114
$1.08M 0.1%
24,780
-4,406
115
$1.07M 0.1%
12,342
-605
116
$1.07M 0.1%
4,121
-523
117
$1.06M 0.1%
6,405
-1,034
118
$1.06M 0.1%
+40,059
119
$1M 0.09%
1,230
-89
120
$986K 0.09%
15,977
-300
121
$884K 0.08%
7,553
-292
122
$881K 0.08%
44,526
+20,116
123
$864K 0.08%
8,237
-2,500
124
$828K 0.08%
7,935
-2,951
125
$825K 0.08%
6,228
-232
3 4
5
6 7