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
$333M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$3.12M
3
+$1.56M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.08M
5
VZ icon
Verizon
VZ
+$983K

Top Sells

1
+$4.5M
2
+$2.24M
3
+$2.07M
4
WP
Worldpay, Inc.
WP
+$1.42M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.4M

Sector Composition

1 Technology 31.06%
2 Healthcare 12.66%
3 Financials 9.95%
4 Communication Services 9.6%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-867
127
– –
-22,580
128
– –
-11,575
2 3 4 5
6