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
$984M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.61M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.51M
5
WDAY icon
Workday
WDAY
+$1.33M

Top Sells

1
+$5.2M
2
+$1.39M
3
+$853K
4
BA icon
Boeing
BA
+$752K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K

Sector Composition

1 Technology 35.6%
2 Healthcare 11.32%
3 Consumer Discretionary 10.05%
4 Communication Services 7.87%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$637K 0.06%
3,929
-552
127
$616K 0.06%
1,404
128
$602K 0.06%
3,849
-72
129
$592K 0.06%
5,360
-1,625
130
$558K 0.06%
7,713
131
$556K 0.06%
8,504
-1,007
132
$551K 0.06%
6,950
133
$530K 0.05%
7,230
-15
134
$526K 0.05%
5,376
-50
135
$524K 0.05%
2,097
136
$517K 0.05%
5,320
+220
137
$514K 0.05%
1,976
138
$509K 0.05%
2,922
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139
$498K 0.05%
9,815
140
$493K 0.05%
3,927
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141
$471K 0.05%
2,443
-3,897
142
$463K 0.05%
7,200
143
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3,926
144
$424K 0.04%
6,936
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145
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9,149
146
$412K 0.04%
1,631
147
$412K 0.04%
4,510
-165
148
$411K 0.04%
+1,370
149
$401K 0.04%
1,526
-22
150
$395K 0.04%
19,275
+6,550
4 5
6
7 8