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
$984M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.61M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.51M
5
WDAY icon
Workday
WDAY
+$1.33M

Top Sells

1
+$5.2M
2
+$1.39M
3
+$853K
4
BA icon
Boeing
BA
+$752K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K

Sector Composition

1 Technology 35.6%
2 Healthcare 11.32%
3 Consumer Discretionary 10.05%
4 Communication Services 7.87%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.04%
12,778
-649
152
$384K 0.04%
6,269
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153
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4,982
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154
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155
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156
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157
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1,957
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158
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159
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3,078
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160
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2,754
161
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5,807
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162
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6,418
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163
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164
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165
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166
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167
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168
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169
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170
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171
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14,505
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172
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173
$271K 0.03%
1,008
174
$264K 0.03%
1,900
175
$258K 0.03%
4,000
5 6
7
8 9