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
$1.12B
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.01M
3
+$2.34M
4
VRT icon
Vertiv
VRT
+$2.32M
5
TTD icon
Trade Desk
TTD
+$2.26M

Top Sells

1
+$3.5M
2
+$3.25M
3
+$3.08M
4
PEP icon
PepsiCo
PEP
+$2.56M
5
UNH icon
UnitedHealth
UNH
+$2.48M

Sector Composition

1 Technology 38.48%
2 Communication Services 9.67%
3 Healthcare 9%
4 Consumer Discretionary 8.97%
5 Financials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$404K 0.04%
5,600
152
$392K 0.04%
1,503
-5
153
$384K 0.03%
1,150
154
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155
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156
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157
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159
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160
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161
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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
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167
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168
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171
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172
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173
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174
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175
$282K 0.03%
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