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
$587M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.25M
3
+$1.21M
4
A icon
Agilent Technologies
A
+$921K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$867K

Top Sells

1
+$2.61M
2
+$1.12M
3
+$1.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$461K
5
VZ icon
Verizon
VZ
+$375K

Sector Composition

1 Technology 31.48%
2 Healthcare 13.41%
3 Consumer Discretionary 10.16%
4 Communication Services 8.85%
5 Financials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$595K 0.1%
+3,783
127
$588K 0.1%
41,685
+177
128
$541K 0.09%
21,706
+12,175
129
$509K 0.09%
1,515
-7
130
$466K 0.08%
28,895
131
$466K 0.08%
3,691
-678
132
$439K 0.07%
870
+22
133
$432K 0.07%
7,000
-247
134
$426K 0.07%
19,233
+2,739
135
$416K 0.07%
2,803
-108
136
$415K 0.07%
13,025
-748
137
$413K 0.07%
2,303
+133
138
$412K 0.07%
2,195
-22
139
$410K 0.07%
3,633
-134
140
$402K 0.07%
+7,400
141
$392K 0.07%
6,990
+60
142
$388K 0.07%
3,795
+405
143
$385K 0.07%
2,048
144
$383K 0.07%
1,769
+45
145
$380K 0.06%
8,678
-1,570
146
$365K 0.06%
1,093
+22
147
$365K 0.06%
9,076
+23
148
$358K 0.06%
1,421
-12
149
$358K 0.06%
25,763
150
$357K 0.06%
3,485
-340
4 5
6
7 8