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
101
$1.42M 0.16%
2,431
+13
102
$1.31M 0.15%
10,165
-1,275
103
$1.29M 0.15%
25,460
+1,064
104
$1.22M 0.14%
15,737
+5,097
105
$1.22M 0.14%
12,229
+4,774
106
$1.2M 0.14%
6,455
+4,430
107
$1.19M 0.14%
2,352
-83
108
$1.19M 0.14%
7,596
+3,099
109
$1.12M 0.13%
18,801
-2,097
110
$1.1M 0.13%
12,914
111
$1.09M 0.12%
7,844
+291
112
$1.01M 0.11%
4,533
+2,350
113
$970K 0.11%
3,200
114
$948K 0.11%
27,345
115
$823K 0.09%
2,856
-15
116
$788K 0.09%
4,205
117
$756K 0.09%
6,985
+187
118
$698K 0.08%
6,398
+4,333
119
$684K 0.08%
9,511
-270
120
$666K 0.08%
35,442
-4,338
121
$657K 0.07%
4,481
+1,811
122
$633K 0.07%
2,967
-290
123
$624K 0.07%
3,921
+145
124
$622K 0.07%
6,050
125
$611K 0.07%
6,950
3 4
5
6 7