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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
101
$1.4M 0.1%
19,570
102
$1.39M 0.1%
6,312
103
$1.37M 0.1%
7,366
-296
104
$1.31M 0.1%
13,591
-24
105
$1.3M 0.1%
56,036
-40
106
$1.29M 0.1%
24,131
107
$1.24M 0.09%
7,408
108
$1.23M 0.09%
22,784
-9,205
109
$1.21M 0.09%
1,984
-166
110
$1.19M 0.09%
10,341
-36
111
$1.18M 0.09%
16,915
-7,158
112
$1.17M 0.09%
8,310
-738
113
$1.15M 0.09%
1,924
-6
114
$1.12M 0.08%
31,440
115
$1.1M 0.08%
3,906
116
$1.1M 0.08%
9,962
117
$1.06M 0.08%
31,785
+470
118
$1.06M 0.08%
15,467
119
$1.05M 0.08%
10,830
-7,468
120
$991K 0.07%
9,237
+2,254
121
$975K 0.07%
10,240
122
$971K 0.07%
27,345
123
$931K 0.07%
6,450
+676
124
$912K 0.07%
8,230
+1,100
125
$893K 0.07%
5,811
3 4
5
6 7