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
$808M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.19M
3
+$3.06M
4
BALL icon
Ball Corp
BALL
+$2.34M
5
DASH icon
DoorDash
DASH
+$1.45M

Top Sells

1
+$984K
2
+$948K
3
+$671K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$617K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$591K

Sector Composition

1 Technology 35.96%
2 Healthcare 12.41%
3 Communication Services 10.49%
4 Consumer Discretionary 9.27%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$584K 0.07%
8,299
-245
127
$584K 0.07%
11,650
128
$581K 0.07%
4,307
+494
129
$573K 0.07%
6,096
+845
130
$549K 0.07%
2,422
-380
131
$525K 0.07%
4,555
-10
132
$524K 0.06%
7,604
+154
133
$522K 0.06%
9,609
-2,823
134
$517K 0.06%
4,573
-1,542
135
$510K 0.06%
3,566
+253
136
$508K 0.06%
1,699
-39
137
$498K 0.06%
+28,895
138
$486K 0.06%
2,048
+271
139
$464K 0.06%
8,900
-48
140
$463K 0.06%
1,891
+15
141
$463K 0.06%
21,959
142
$454K 0.06%
+13,184
143
$420K 0.05%
7,708
+368
144
$400K 0.05%
5,139
-236
145
$385K 0.05%
9,833
+1,175
146
$383K 0.05%
5,120
+870
147
$374K 0.05%
1,058
+195
148
$371K 0.05%
4,000
149
$371K 0.05%
1,663
150
$367K 0.05%
970
+47
4 5
6
7 8