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LWM

Lyell Wealth Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 28.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$10.8M
3
+$6.18M
4
AVGO icon
Broadcom
AVGO
+$5.55M
5
DELL icon
Dell
DELL
+$3.62M

Top Sells

1
+$7.61M
2
+$7.28M
3
+$6.73M
4
DLR icon
Digital Realty Trust
DLR
+$6.04M
5
LEN icon
Lennar Class A
LEN
+$4.8M

Sector Composition

1 Technology 32.17%
2 Communication Services 14.05%
3 Industrials 9.15%
4 Financials 8.46%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$963B
$15.6M 1.15%
125,615
+1,690
GLD icon
27
SPDR Gold Trust
GLD
$139B
$15.5M 1.14%
36,019
-311
HD icon
28
Home Depot
HD
$327B
$15.1M 1.11%
46,013
-322
CDNS icon
29
Cadence Design Systems
CDNS
$106B
$14.5M 1.07%
52,360
+83
UBER icon
30
Uber
UBER
$140B
$14.1M 1.04%
196,668
-114
TOL icon
31
Toll Brothers
TOL
$13.7B
$13.7M 1%
100,181
+4,537
IBDS icon
32
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$13.5M 0.99%
556,683
+34,720
IDXX icon
33
Idexx Laboratories
IDXX
$44.2B
$12.7M 0.93%
22,517
-796
INTU icon
34
Intuit
INTU
$75.7B
$12.5M 0.92%
28,832
-4,194
IBDT icon
35
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.9B
$12.4M 0.91%
490,178
+10,863
AVGO icon
36
Broadcom
AVGO
$1.82T
$12.3M 0.91%
39,849
+16,866
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$12.2M 0.9%
18,829
+2,728
SYK icon
38
Stryker
SYK
$120B
$12.1M 0.89%
36,965
-3,645
NOW icon
39
ServiceNow
NOW
$105B
$12M 0.88%
114,446
-15,939
IBDU icon
40
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.87B
$11.7M 0.86%
504,623
+18,557
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.06T
$11.5M 0.85%
24,078
+700
HON icon
42
Honeywell
HON
$140B
$11.5M 0.85%
51,035
+2,076
IBDR icon
43
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$11.3M 0.83%
466,279
-31,970
NET icon
44
Cloudflare
NET
$81.1B
$11.1M 0.82%
54,034
+1,665
DE icon
45
Deere & Co
DE
$156B
$10.9M 0.8%
19,304
+382
WM icon
46
Waste Management
WM
$88.1B
$10.8M 0.8%
+47,158
IBDV icon
47
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.11B
$10.2M 0.75%
467,998
+15,011
XLI icon
48
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$9.82M 0.72%
60,703
+3,331
MA icon
49
Mastercard
MA
$433B
$9.75M 0.72%
19,514
-330
SNOW icon
50
Snowflake
SNOW
$80.7B
$9.58M 0.7%
63,551
+2,991
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