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
1
$76.2M 6.93%
627,836
-26,928
2
$43.1M 3.92%
184,977
+576
3
$33.9M 3.08%
78,720
+1,026
4
$29.9M 2.71%
160,226
+2,724
5
$28.1M 2.56%
49,130
+650
6
$27M 2.45%
157,762
-6
7
$24M 2.18%
27,032
-72
8
$23.4M 2.13%
26,168
+97
9
$23.3M 2.12%
140,285
+1,612
10
$22.2M 2.02%
90,928
-9,536
11
$20.4M 1.85%
106,769
+52
12
$19.1M 1.74%
30,733
+48
13
$19M 1.72%
89,875
+1,486
14
$18.2M 1.65%
29,360
+247
15
$17.6M 1.6%
43,378
+607
16
$17.6M 1.6%
64,177
-103
17
$17.2M 1.56%
102,734
+4,609
18
$16.7M 1.52%
33,945
-10
19
$15M 1.37%
18,042
+491
20
$14.8M 1.34%
60,221
+1,570
21
$14.7M 1.34%
81,218
+2,877
22
$14.3M 1.3%
87,240
+1,629
23
$13.8M 1.26%
35,350
-17
24
$13.2M 1.2%
48,074
+2,192
25
$13.1M 1.19%
67,052
+912
1
2 3 4 5