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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
$1.36B
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$10.8M
3
+$6.18M
4
AVGO icon
Broadcom
AVGO
+$5.55M
5
DELL icon
Dell
DELL
+$3.62M

Top Sells

1
+$7.61M
2
+$7.28M
3
+$6.73M
4
DLR icon
Digital Realty Trust
DLR
+$6.04M
5
LEN icon
Lennar Class A
LEN
+$4.8M

Sector Composition

1 Technology 32.17%
2 Communication Services 14.05%
3 Industrials 9.15%
4 Financials 8.46%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
101
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$1.47M 0.11%
19,570
AXP icon
102
American Express
AXP
$222B
$1.35M 0.1%
4,477
JCI icon
103
Johnson Controls International
JCI
$88.4B
$1.35M 0.1%
10,341
TEL icon
104
TE Connectivity
TEL
$61.4B
$1.33M 0.1%
6,381
SCHE icon
105
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$1.32M 0.1%
39,940
+6,605
ITB icon
106
iShares US Home Construction ETF
ITB
$2.73B
$1.31M 0.1%
14,501
+806
NOC icon
107
Northrop Grumman
NOC
$78.2B
$1.29M 0.09%
1,887
-53
XLF icon
108
State Street Financial Select Sector SPDR ETF
XLF
$50B
$1.27M 0.09%
25,825
+1,269
CSCO icon
109
Cisco
CSCO
$477B
$1.26M 0.09%
16,276
+520
CRVL icon
110
CorVel
CRVL
$3.06B
$1.25M 0.09%
22,948
PEP icon
111
PepsiCo
PEP
$197B
$1.19M 0.09%
7,694
-152
MDY icon
112
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$1.17M 0.09%
1,903
-10
MU icon
113
Micron Technology
MU
$1.11T
$1.17M 0.09%
3,453
-5,002
CSX icon
114
CSX Corp
CSX
$88.4B
$1.14M 0.08%
27,831
IWF icon
115
iShares Russell 1000 Growth ETF
IWF
$126B
$1.14M 0.08%
10,700
-2,580
IWR icon
116
iShares Russell Mid-Cap ETF
IWR
$55.6B
$1.14M 0.08%
11,712
-900
RDDT icon
117
Reddit
RDDT
$31.2B
$1.06M 0.08%
7,837
DXCM icon
118
DexCom
DXCM
$29.1B
$1.03M 0.08%
16,474
-4,646
GILD icon
119
Gilead Sciences
GILD
$156B
$1.01M 0.07%
7,276
LRCX icon
120
Lam Research
LRCX
$459B
$950K 0.07%
4,446
TRGP icon
121
Targa Resources
TRGP
$58.5B
$941K 0.07%
3,753
-50
TTD icon
122
Trade Desk
TTD
$9.06B
$908K 0.07%
40,000
BKNG icon
123
Booking.com
BKNG
$128B
$905K 0.07%
5,375
+3,100
MDT icon
124
Medtronic
MDT
$103B
$866K 0.06%
9,990
-250
PG icon
125
Procter & Gamble
PG
$348B
$833K 0.06%
5,768
-211
3 4
5
6 7