LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
+4.25%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$1.12B
AUM Growth
+$1.12B
(+1.4%)
Cap. Flow
+$9.03M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
32.04%
Holding
211
New
4
Increased
74
Reduced
67
Closed
11
Top Buys
| 1 |
Toll Brothers
TOL
|
$5.2M |
| 2 |
Quanta Services
PWR
|
$3.01M |
| 3 |
Broadridge
BR
|
$2.34M |
| 4 |
Vertiv
VRT
|
$2.32M |
| 5 |
Trade Desk
TTD
|
$2.26M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.5M |
| 2 |
Target
TGT
|
$3.25M |
| 3 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$3.08M |
| 4 |
PepsiCo
PEP
|
$2.56M |
| 5 |
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% |
