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
$880M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.47M
3
+$2.28M
4
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$2.26M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.78M

Top Sells

1
+$3.23M
2
+$1.86M
3
+$856K
4
DE icon
Deere & Co
DE
+$837K
5
INTU icon
Intuit
INTU
+$768K

Sector Composition

1 Technology 35.43%
2 Healthcare 11.45%
3 Consumer Discretionary 10.12%
4 Communication Services 7.33%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.23%
39,593
-536
27
$10.7M 1.21%
73,835
+2,018
28
$10.5M 1.19%
50,117
+250
29
$10.2M 1.16%
58,328
+3,626
30
$10.2M 1.16%
34,465
+1,271
31
$9.89M 1.12%
126,955
+1,950
32
$9.81M 1.12%
556,016
+11,466
33
$9.7M 1.1%
48,747
+19,838
34
$9.57M 1.09%
31,963
+750
35
$9.51M 1.08%
87,588
+1,000
36
$9.06M 1.03%
174,008
+7,772
37
$8.72M 0.99%
70,282
-14,981
38
$8.46M 0.96%
34,455
+4,145
39
$8.45M 0.96%
100,786
-3,143
40
$7.82M 0.89%
52,411
+920
41
$7.8M 0.89%
157,300
-10,774
42
$7.38M 0.84%
298,228
+36,077
43
$7.38M 0.84%
79,114
+5,772
44
$7.17M 0.82%
99,690
+31,700
45
$7.02M 0.8%
281,692
-12,568
46
$6.83M 0.78%
35,749
-1,423
47
$6.71M 0.76%
14,123
+1,589
48
$6.51M 0.74%
48,347
+5,197
49
$6.44M 0.73%
13,758
-321
50
$6.14M 0.7%
13,539
-946
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