LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+11.91%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$782M
AUM Growth
+$782M
(+9.5%)
Cap. Flow
+$102K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
26.74%
Holding
205
New
4
Increased
69
Reduced
84
Closed
24
Top Buys
| 1 |
VanEck Semiconductor ETF
SMH
|
$4.25M |
| 2 |
Equinix
EQIX
|
$1.05M |
| 3 |
Freeport-McMoran
FCX
|
$998K |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$927K |
| 5 |
Advanced Micro Devices
AMD
|
$889K |
Top Sells
| 1 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
$1.96M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.45M |
| 3 |
Microsoft
MSFT
|
$1.26M |
| 4 |
Palo Alto Networks
PANW
|
$1.04M |
| 5 |
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% |
