LWM

Lyell Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
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
+$4.11M
2
+$2.88M
3
+$1.34M
4
VRT icon
Vertiv
VRT
+$1.27M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.17M

Top Sells

1
+$3.18M
2
+$2.45M
3
+$2.25M
4
NKE icon
Nike
NKE
+$2.14M
5
BHP icon
BHP
BHP
+$1.83M

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
51
$7.67M 0.7%
52,109
-5,279
52
$7.49M 0.68%
150,040
+530
53
$7.44M 0.68%
15,063
+1,314
54
$7.29M 0.66%
53,795
+232
55
$7.19M 0.65%
305,924
+57,724
56
$6.68M 0.61%
82,730
+8,574
57
$6.59M 0.6%
57,383
-947
58
$6.58M 0.6%
57,710
+1,646
59
$6.01M 0.55%
14,408
-494
60
$5.95M 0.54%
268,570
+31,925
61
$5.6M 0.51%
9,579
-482
62
$5.56M 0.51%
26,932
+565
63
$5.44M 0.49%
34,918
-2,278
64
$5.31M 0.48%
5,596
-37
65
$5.21M 0.47%
30,654
-182
66
$5.08M 0.46%
197,475
+19,550
67
$5.05M 0.46%
9,571
-128
68
$5.04M 0.46%
56,994
-27,349
69
$4.92M 0.45%
31,970
+6,427
70
$4.92M 0.45%
46,765
-6,101
71
$4.84M 0.44%
8,281
-275
72
$4.79M 0.44%
40,341
+2,743
73
$4.36M 0.4%
65,040
+125
74
$4.22M 0.38%
+19,643
75
$4.05M 0.37%
42,115
-3,369
1 2
3
4 5