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
$534M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.46M
3
+$3.33M
4
TGT icon
Target
TGT
+$3.12M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.11M

Top Sells

1
+$3.59M
2
+$2.83M
3
+$2.55M
4
GWRE icon
Guidewire Software
GWRE
+$962K
5
SHOP icon
Shopify
SHOP
+$732K

Sector Composition

1 Technology 38.51%
2 Healthcare 13.92%
3 Communication Services 9.32%
4 Consumer Discretionary 8.83%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$216K 0.04%
+1,615
127
$214K 0.04%
+3,900
128
$210K 0.04%
1,365
129
$208K 0.04%
2,503
130
$208K 0.04%
971
-40
131
$207K 0.04%
+6,000
132
$200K 0.04%
+3,318
133
$169K 0.03%
10,714
-2,800
134
$105K 0.02%
+6,450
135
$88K 0.02%
+1,637
136
$83K 0.02%
13,900
137
– –
-5,000
138
– –
-5,164
2 3 4 5
6