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
$808M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.19M
3
+$3.06M
4
BALL icon
Ball Corp
BALL
+$2.34M
5
DASH icon
DoorDash
DASH
+$1.45M

Top Sells

1
+$984K
2
+$948K
3
+$671K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$617K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$591K

Sector Composition

1 Technology 35.96%
2 Healthcare 12.41%
3 Communication Services 10.49%
4 Consumer Discretionary 9.27%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$365K 0.05%
1,884
+230
152
$364K 0.05%
1,464
+87
153
$362K 0.04%
3,090
-100
154
$359K 0.04%
1,648
+109
155
$358K 0.04%
520
156
$349K 0.04%
5,538
+554
157
$347K 0.04%
2,188
+208
158
$345K 0.04%
6,490
-2,400
159
$334K 0.04%
5,120
+20
160
$333K 0.04%
1,161
-61
161
$311K 0.04%
3,900
162
$303K 0.04%
+767
163
$297K 0.04%
1,548
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164
$296K 0.04%
950
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165
$289K 0.04%
5,000
166
$288K 0.04%
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167
$272K 0.03%
4,930
+1,040
168
$261K 0.03%
1,160
+101
169
$247K 0.03%
1,515
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170
$244K 0.03%
1,029
+105
171
$243K 0.03%
+1,318
172
$242K 0.03%
+822
173
$242K 0.03%
+1,454
174
$232K 0.03%
+1,501
175
$221K 0.03%
+4,891
4 5 6
7
8