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
$1.12B
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.01M
3
+$2.34M
4
VRT icon
Vertiv
VRT
+$2.32M
5
TTD icon
Trade Desk
TTD
+$2.26M

Top Sells

1
+$3.5M
2
+$3.25M
3
+$3.08M
4
PEP icon
PepsiCo
PEP
+$2.56M
5
UNH icon
UnitedHealth
UNH
+$2.48M

Sector Composition

1 Technology 38.48%
2 Communication Services 9.67%
3 Healthcare 9%
4 Consumer Discretionary 8.97%
5 Financials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$744K 0.07%
4,436
+50
127
$732K 0.07%
7,000
128
$711K 0.06%
26,027
-2,503
129
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26,250
-164
130
$688K 0.06%
3,856
-70
131
$668K 0.06%
6,714
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132
$668K 0.06%
7,230
133
$654K 0.06%
3,927
134
$630K 0.06%
3,922
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135
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8,535
136
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1,005
137
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5,334
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138
$571K 0.05%
7,713
139
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1,963
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140
$543K 0.05%
2,057
141
$534K 0.05%
2,846
142
$509K 0.05%
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143
$493K 0.04%
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144
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145
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4,380
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146
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147
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1,900
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148
$438K 0.04%
13,427
149
$437K 0.04%
4,364
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150
$419K 0.04%
1,906
4 5
6
7 8