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
176
$281K 0.03%
1,431
-200
177
$275K 0.02%
2,835
-180
178
$275K 0.02%
4,000
179
$271K 0.02%
940
180
$265K 0.02%
+3,363
181
$265K 0.02%
5,125
182
$261K 0.02%
2,875
183
$254K 0.02%
1,002
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184
$252K 0.02%
9,200
185
$248K 0.02%
1,485
186
$244K 0.02%
+1,320
187
$238K 0.02%
7,589
188
$237K 0.02%
13,900
189
$237K 0.02%
2,754
190
$237K 0.02%
842
191
$237K 0.02%
5,580
192
$229K 0.02%
1,488
193
$225K 0.02%
+2,036
194
$217K 0.02%
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195
$216K 0.02%
526
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196
$215K 0.02%
1,612
197
$208K 0.02%
590
198
$203K 0.02%
10,350
199
$189K 0.02%
40,000
200
$125K 0.01%
12,607
-2,268
5 6 7
8
9