LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.04M
3
+$2.81M
4
VRT icon
Vertiv
VRT
+$2.78M
5
TOL icon
Toll Brothers
TOL
+$2.28M

Top Sells

1
+$2.52M
2
+$2.34M
3
+$2.24M
4
NOC icon
Northrop Grumman
NOC
+$1.83M
5
SLB icon
SLB Ltd
SLB
+$1.2M

Sector Composition

1 Technology 35.97%
2 Healthcare 9.38%
3 Communication Services 9.2%
4 Consumer Discretionary 8.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$810K 0.08%
7,230
127
$810K 0.08%
27,508
128
$788K 0.07%
28,580
+2,330
129
$773K 0.07%
3,856
130
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7,125
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131
$682K 0.06%
24,379
-1,648
132
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1,404
133
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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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3,846
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140
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141
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1,963
142
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143
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144
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145
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146
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147
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148
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149
$467K 0.04%
5,252
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150
$464K 0.04%
1,489
-14
4 5
6
7 8