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
$782M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$998K
3
+$927K
4
AMD icon
Advanced Micro Devices
AMD
+$889K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$771K

Top Sells

1
+$1.96M
2
+$1.45M
3
+$1.26M
4
PANW icon
Palo Alto Networks
PANW
+$1.04M
5
NVDA icon
NVIDIA
NVDA
+$891K

Sector Composition

1 Technology 34.4%
2 Healthcare 12.59%
3 Consumer Discretionary 10.14%
4 Communication Services 7.21%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.8M 4.44%
821,620
-21,060
2
$32.1M 4.1%
165,344
-3,380
3
$25.6M 3.27%
75,196
-3,710
4
$20.4M 2.61%
90,361
+43
5
$19.7M 2.52%
151,088
+4,862
6
$17.1M 2.18%
133,722
-8,132
7
$16.7M 2.13%
139,401
-62
8
$14.4M 1.84%
26,710
+1,077
9
$14.3M 1.83%
25,475
+132
10
$14.2M 1.82%
546,950
11
$14.2M 1.81%
30,930
+138
12
$13.4M 1.71%
25,650
+491
13
$13.2M 1.69%
62,675
+391
14
$13.1M 1.67%
45,527
+345
15
$12.8M 1.64%
41,191
+723
16
$12.6M 1.62%
86,969
+1,137
17
$12.5M 1.59%
102,392
+666
18
$11.8M 1.51%
92,009
-1,841
19
$11.6M 1.48%
33,927
-253
20
$11.5M 1.47%
15,910
+420
21
$10.8M 1.38%
52,212
+808
22
$10.3M 1.32%
85,164
-12,007
23
$10.3M 1.31%
51,844
+2,462
24
$10M 1.28%
20,551
-381
25
$9.77M 1.25%
41,134
+283
1
2 3 4 5