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
176
$309K 0.03%
2,263
177
$305K 0.03%
3,015
-205
178
$292K 0.03%
5,645
-125
179
$284K 0.03%
13,899
180
$281K 0.03%
6,774
181
$280K 0.03%
4,862
+1,007
182
$280K 0.03%
1,485
-40
183
$276K 0.03%
5,125
184
$268K 0.02%
541
185
$267K 0.02%
3,000
186
$264K 0.02%
2,875
187
$260K 0.02%
1,288
-20
188
$260K 0.02%
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189
$253K 0.02%
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190
$251K 0.02%
2,553
191
$250K 0.02%
955
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192
$241K 0.02%
13,900
193
$238K 0.02%
+4,000
194
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+6,812
195
$230K 0.02%
842
196
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10,377
197
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+5,580
198
$221K 0.02%
7,589
199
$212K 0.02%
4,500
200
$212K 0.02%
4,000
5 6 7
8
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