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
$1.1B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.93M
3
+$1.52M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.36M
5
NFLX icon
Netflix
NFLX
+$1.19M

Top Sells

1
+$3.27M
2
+$2.77M
3
+$2.42M
4
WDAY icon
Workday
WDAY
+$2.33M
5
BHP icon
BHP
BHP
+$2.06M

Sector Composition

1 Technology 36.65%
2 Healthcare 10.34%
3 Consumer Discretionary 9.11%
4 Communication Services 8.88%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$449K 0.04%
1,169
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152
$447K 0.04%
7,200
153
$421K 0.04%
1,906
154
$412K 0.04%
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-175
155
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156
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200
157
$402K 0.04%
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158
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3,098
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159
$387K 0.04%
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160
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1,631
161
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2,410
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162
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163
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164
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165
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166
$367K 0.03%
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167
$359K 0.03%
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168
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169
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170
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3,831
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171
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858
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172
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173
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1,321
174
$328K 0.03%
2,754
175
$322K 0.03%
14,766
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7
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