LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+4.62%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$1.05B
AUM Growth
+$1.05B
(+6.5%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
11.46%
Top 10 Holdings %
Top 10 Hldgs %
31.25%
Holding
207
New
10
Increased
97
Reduced
52
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$72.4M |
| 2 |
Uber
UBER
|
$9.06M |
| 3 |
Amphenol
APH
|
$5.58M |
| 4 |
Walmart
WMT
|
$4.63M |
| 5 |
T-Mobile US
TMUS
|
$3.37M |
Top Sells
| 1 |
DoorDash
DASH
|
$2.4M |
| 2 |
Starbucks
SBUX
|
$2.16M |
| 3 |
Atlassian
TEAM
|
$1.87M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$1.68M |
| 5 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$1.54M |
Sector Composition
| 1 | Technology | 38.03% |
| 2 | Healthcare | 10.29% |
| 3 | Communication Services | 9% |
| 4 | Consumer Discretionary | 8.54% |
| 5 | Financials | 5.84% |
