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
76
$3.53M 0.4%
84,203
-11,685
77
$3.42M 0.39%
4,244
+798
78
$3.34M 0.38%
6,350
+470
79
$2.97M 0.34%
21,763
-1,513
80
$2.94M 0.33%
52,950
-11,360
81
$2.93M 0.33%
38,841
-9,170
82
$2.86M 0.33%
9,553
-156
83
$2.84M 0.32%
14,165
+288
84
$2.79M 0.32%
20,565
-1,377
85
$2.6M 0.3%
5,443
-498
86
$2.55M 0.29%
30,673
+2,292
87
$2.43M 0.28%
22,631
-2,595
88
$2.37M 0.27%
12,329
+6,265
89
$2.32M 0.26%
6,515
+257
90
$2.31M 0.26%
57,470
-12,215
91
$2.26M 0.26%
+89,550
92
$2.22M 0.25%
26,880
-2,595
93
$2.15M 0.24%
37,390
-1,680
94
$2.05M 0.23%
25,325
+21,925
95
$1.85M 0.21%
20,722
-783
96
$1.84M 0.21%
7,387
-129
97
$1.83M 0.21%
4,470
+490
98
$1.76M 0.2%
15,770
+540
99
$1.65M 0.19%
6,340
-794
100
$1.65M 0.19%
5,336
+2,129
2 3
4
5 6