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
51
$6.11M 0.7%
53,644
+393
52
$6.09M 0.69%
55,890
-2,600
53
$6.09M 0.69%
55,358
-4,635
54
$6.03M 0.69%
252,273
+30,262
55
$5.67M 0.64%
48,866
+1,383
56
$5.62M 0.64%
54,018
-3,564
57
$5.52M 0.63%
57,529
+1,267
58
$5.4M 0.61%
11,089
-101
59
$5.27M 0.6%
123,718
+5,309
60
$5.22M 0.59%
36,667
-4,119
61
$5.18M 0.59%
216,270
+47,916
62
$5.15M 0.59%
12,883
-2,094
63
$5.08M 0.58%
29,903
+1,905
64
$4.85M 0.55%
11,364
+1,832
65
$4.68M 0.53%
19,683
+1,276
66
$4.36M 0.5%
5,370
-71
67
$4.15M 0.47%
45,909
-4,768
68
$4.14M 0.47%
179,495
+16,145
69
$4.08M 0.46%
59,761
+3,882
70
$3.99M 0.45%
159,166
+30,886
71
$3.73M 0.42%
172,545
+76,350
72
$3.68M 0.42%
37,196
+1,757
73
$3.65M 0.42%
31,690
+5,059
74
$3.65M 0.41%
23,121
+256
75
$3.62M 0.41%
107,621
+4,607
1 2
3
4 5