LWM

Lyell Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$4.59M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.22M
5
PWR icon
Quanta Services
PWR
+$2.08M

Top Sells

1
+$3.32M
2
+$2.62M
3
+$2.44M
4
C icon
Citigroup
C
+$2.39M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M

Sector Composition

1 Technology 38.39%
2 Communication Services 9.88%
3 Financials 8.92%
4 Healthcare 8.48%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
51
T-Mobile US
TMUS
$240B
$8.95M 0.71%
37,579
+7,136
ABT icon
52
Abbott
ABT
$225B
$8.82M 0.7%
64,861
+4,733
TOL icon
53
Toll Brothers
TOL
$12.7B
$8.81M 0.7%
77,178
+8,276
OWL icon
54
Blue Owl Capital
OWL
$9.85B
$8.7M 0.69%
+453,017
XLI icon
55
Industrial Select Sector SPDR Fund
XLI
$23.5B
$8.57M 0.68%
58,086
+1,335
IBDU icon
56
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$8.53M 0.67%
365,736
+19,033
GWRE icon
57
Guidewire Software
GWRE
$18.6B
$8.29M 0.65%
35,190
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.11T
$8.17M 0.65%
16,827
+9,452
BLK icon
59
Blackrock
BLK
$166B
$8.11M 0.64%
7,729
+458
DE icon
60
Deere & Co
DE
$128B
$8.01M 0.63%
15,749
+1,368
UNP icon
61
Union Pacific
UNP
$131B
$7.95M 0.63%
34,553
+1,044
IBDQ icon
62
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$7.81M 0.62%
310,222
-42,873
IBDV icon
63
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.11B
$7.33M 0.58%
333,362
+11,154
TTD icon
64
Trade Desk
TTD
$20.7B
$6.63M 0.52%
92,072
-6,267
FCX icon
65
Freeport-McMoran
FCX
$58.2B
$6.04M 0.48%
139,365
-1,873
VOO icon
66
Vanguard S&P 500 ETF
VOO
$766B
$5.52M 0.44%
9,713
+5,676
IBDX icon
67
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
$5.51M 0.44%
218,025
+3,150
IBDW icon
68
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
$5.32M 0.42%
253,000
+9,025
DIS icon
69
Walt Disney
DIS
$193B
$5M 0.4%
40,336
+1,619
XLV icon
70
Health Care Select Sector SPDR Fund
XLV
$37.7B
$4.8M 0.38%
35,621
-1,041
XLK icon
71
Technology Select Sector SPDR Fund
XLK
$94.2B
$4.64M 0.37%
18,313
+955
AVGO icon
72
Broadcom
AVGO
$1.61T
$4.55M 0.36%
16,490
-104
BAC icon
73
Bank of America
BAC
$386B
$4.23M 0.33%
89,494
-823
DXCM icon
74
DexCom
DXCM
$23.3B
$4.09M 0.32%
46,836
-8,156
CVX icon
75
Chevron
CVX
$311B
$4.04M 0.32%
28,181
-18,277
1 2
3
4 5