LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
This Quarter Return
-3.84%
1 Year Return
+23.3%
3 Year Return
+124.11%
5 Year Return
+163.02%
10 Year Return
–
AUM
$587M
AUM Growth
+$587M
(-4.2%)
Cap. Flow
+$39.1M
Cap. Flow
% of AUM
6.66%
Top 10 Holdings %
Top 10 Hldgs %
25.88%
Holding
200
New
7
Increased
84
Reduced
74
Closed
10
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$14.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$9.47M |
| 3 |
Palo Alto Networks
PANW
|
$7.7M |
| 4 |
DoorDash
DASH
|
$1.74M |
| 5 |
Tesla
TSLA
|
$1.55M |
Top Sells
| 1 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$2.61M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.12M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.03M |
| 4 |
iShares Biotechnology ETF
IBB
|
$461K |
| 5 |
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% |
