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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
76
$3.1M 0.23%
118,270
+28,025
77
$3.01M 0.22%
5,016
+60
78
$2.84M 0.21%
76,495
+16,700
79
$2.75M 0.2%
24,768
+460
80
$2.63M 0.2%
39,147
-7,689
81
$2.61M 0.19%
13,784
+169
82
$2.46M 0.18%
37,660
-2,425
83
$2.37M 0.18%
21,021
-575
84
$2.25M 0.17%
50,360
-12,718
85
$2.25M 0.17%
65,414
-10,952
86
$2.24M 0.17%
9,274
+82
87
$2.14M 0.16%
22,627
-1,080
88
$2.13M 0.16%
42,149
-7,358
89
$1.97M 0.15%
25,398
90
$1.85M 0.14%
8,037
-200
91
$1.84M 0.14%
2,409
+18
92
$1.78M 0.13%
4,004
-36
93
$1.64M 0.12%
13,795
+1,990
94
$1.58M 0.12%
9,417
-500
95
$1.56M 0.12%
13,280
96
$1.54M 0.11%
16,542
-458
97
$1.54M 0.11%
5,506
-241
98
$1.54M 0.11%
6,114
-1,069
99
$1.5M 0.11%
5,500
-300
100
$1.4M 0.1%
4,205
2 3
4
5 6