LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+1.69%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$822M
AUM Growth
+$822M
(+1.8%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
25.04%
Holding
192
New
2
Increased
66
Reduced
64
Closed
10
Top Buys
| 1 |
NVIDIA
NVDA
|
$14.1M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$5.37M |
| 3 |
DoorDash
DASH
|
$3.34M |
| 4 |
Trade Desk
TTD
|
$1.88M |
| 5 |
Amphenol
APH
|
$1.36M |
Top Sells
| 1 |
Fidelity National Information Services
FIS
|
$2.83M |
| 2 |
Workday
WDAY
|
$1.89M |
| 3 |
Guidewire Software
GWRE
|
$1.2M |
| 4 |
NetEase
NTES
|
$1.15M |
| 5 |
Boeing
BA
|
$784K |
Sector Composition
| 1 | Technology | 36.69% |
| 2 | Healthcare | 12.8% |
| 3 | Communication Services | 10.74% |
| 4 | Consumer Discretionary | 9.42% |
| 5 | Financials | 8.05% |
