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
$613M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.96M
3 +$1.93M
4
NOC icon
Northrop Grumman
NOC
+$1.36M
5
SLB icon
SLB Ltd
SLB
+$1.28M

Top Sells

1 +$1.3M
2 +$942K
3 +$833K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$814K
5
CMCSA icon
Comcast
CMCSA
+$764K

Sector Composition

1 Technology 31.79%
2 Healthcare 13.37%
3 Consumer Discretionary 9.69%
4 Communication Services 9.46%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-7,650
202
-4,626
203
-3,068