LWM

Lyell Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.88M
3
+$1.34M
4
VRT icon
Vertiv
VRT
+$1.27M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.17M

Top Sells

1
+$3.18M
2
+$2.45M
3
+$2.25M
4
NKE icon
Nike
NKE
+$2.14M
5
BHP icon
BHP
BHP
+$1.83M

Sector Composition

1 Technology 36.65%
2 Healthcare 10.34%
3 Consumer Discretionary 9.11%
4 Communication Services 8.88%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.15%
3,082
+2,211
102
$1.61M 0.15%
11,267
-4,795
103
$1.55M 0.14%
33,831
-3,901
104
$1.52M 0.14%
+15,270
105
$1.49M 0.14%
5,712
-677
106
$1.34M 0.12%
12,947
-30
107
$1.33M 0.12%
21,462
-33,215
108
$1.27M 0.12%
14,367
109
$1.26M 0.11%
49,665
110
$1.21M 0.11%
2,128
-80
111
$1.2M 0.11%
19,308
-1,454
112
$1.19M 0.11%
5,636
+275
113
$1.19M 0.11%
7,335
+3
114
$1.17M 0.11%
1,319
115
$1.17M 0.11%
4,320
116
$1.16M 0.11%
7,845
117
$1.14M 0.1%
4,205
118
$1.11M 0.1%
2,965
-55
119
$995K 0.09%
10,147
-430
120
$970K 0.09%
21,408
+5,186
121
$950K 0.09%
27,508
122
$935K 0.09%
6,050
123
$872K 0.08%
7,000
+405
124
$866K 0.08%
16,277
-375
125
$864K 0.08%
3,642
+755
3 4
5
6 7