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
$782M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$998K
3
+$927K
4
AMD icon
Advanced Micro Devices
AMD
+$889K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$771K

Top Sells

1
+$1.96M
2
+$1.45M
3
+$1.26M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$891K

Sector Composition

1 Technology 34.4%
2 Healthcare 12.59%
3 Consumer Discretionary 10.14%
4 Communication Services 7.21%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$612K 0.08%
8,133
127
$563K 0.07%
7,310
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128
$555K 0.07%
6,840
-6,985
129
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130
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131
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134
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135
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136
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137
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138
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139
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140
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142
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143
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12,130
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146
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147
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148
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4,675
149
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1,688
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150
$348K 0.04%
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