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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
$1.35B
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.71M
3
+$1.34M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.05M
5
INTU icon
Intuit
INTU
+$1.02M

Top Sells

1
+$3M
2
+$2.92M
3
+$2.57M
4
GWRE icon
Guidewire Software
GWRE
+$1.81M
5
PNC icon
PNC Financial Services
PNC
+$1.79M

Sector Composition

1 Technology 38.7%
2 Communication Services 10.21%
3 Financials 8.55%
4 Consumer Discretionary 8.25%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.43M 0.7%
39,583
+1,456
52
$9.43M 0.7%
39,382
+1,803
53
$9.37M 0.7%
399,233
+33,497
54
$9.13M 0.68%
7,828
+99
55
$8.98M 0.67%
58,201
+115
56
$8.93M 0.66%
66,656
+1,795
57
$8.24M 0.61%
372,226
+38,864
58
$8.24M 0.61%
486,886
+33,869
59
$8.03M 0.6%
33,952
-601
60
$7.54M 0.56%
16,482
+733
61
$6.63M 0.49%
10,830
+1,117
62
$6.62M 0.49%
45,237
-19,845
63
$6.46M 0.48%
256,578
-53,644
64
$6.25M 0.46%
27,212
-7,978
65
$6.07M 0.45%
286,096
+33,096
66
$5.92M 0.44%
230,925
+12,900
67
$5.5M 0.41%
140,318
+953
68
$5.41M 0.4%
16,413
-77
69
$5.06M 0.38%
35,910
-716
70
$4.75M 0.35%
34,145
-1,476
71
$4.59M 0.34%
89,038
-456
72
$4.49M 0.33%
39,200
-1,136
73
$4.09M 0.3%
6,106
+13
74
$3.88M 0.29%
25,006
-3,175
75
$3.8M 0.28%
77,522
-14,550
1 2
3
4 5