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
$587M
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.25M
3
+$1.21M
4
A icon
Agilent Technologies
A
+$921K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$867K

Top Sells

1
+$2.61M
2
+$1.12M
3
+$1.03M
4
IBB icon
iShares Biotechnology ETF
IBB
+$461K
5
VZ icon
Verizon
VZ
+$375K

Sector Composition

1 Technology 31.48%
2 Healthcare 13.41%
3 Consumer Discretionary 10.16%
4 Communication Services 8.85%
5 Financials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$354K 0.06%
5,000
-35
152
$349K 0.06%
3,787
-43
153
$342K 0.06%
3,100
-15
154
$334K 0.06%
5,972
+1,207
155
$327K 0.06%
3,798
-10
156
$323K 0.06%
11,321
-1,938
157
$295K 0.05%
4,075
-204
158
$282K 0.05%
929
-6
159
$274K 0.05%
2,043
-294
160
$274K 0.05%
22,901
+11,995
161
$271K 0.05%
1,754
-23
162
$269K 0.05%
10,430
-662
163
$261K 0.04%
2,068
+30
164
$261K 0.04%
5,312
165
$259K 0.04%
3,187
+162
166
$258K 0.04%
4,706
167
$257K 0.04%
22,974
-765
168
$248K 0.04%
5,078
-558
169
$248K 0.04%
5,900
+900
170
$248K 0.04%
1,161
171
$239K 0.04%
3,785
172
$237K 0.04%
3,926
173
$234K 0.04%
6,188
174
$229K 0.04%
12,251
+95
175
$223K 0.04%
2,175
4 5 6
7
8