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
126
$599K 0.07%
15,920
+2,344
127
$597K 0.07%
6,245
+1,580
128
$587K 0.07%
7,245
-65
129
$577K 0.07%
28,895
130
$574K 0.07%
22,614
+4,473
131
$572K 0.07%
6,801
+283
132
$533K 0.06%
1,404
133
$532K 0.06%
5,426
-510
134
$531K 0.06%
+7,713
135
$505K 0.06%
6,656
+2,653
136
$503K 0.06%
9,815
-305
137
$490K 0.06%
2,875
+1,100
138
$488K 0.06%
2,097
-100
139
$472K 0.05%
6,715
+3,483
140
$469K 0.05%
1,976
141
$464K 0.05%
4,397
+1,820
142
$404K 0.05%
13,427
+1,297
143
$399K 0.05%
5,100
144
$386K 0.04%
7,523
-510
145
$383K 0.04%
7,200
-200
146
$378K 0.04%
3,485
147
$377K 0.04%
1,631
148
$370K 0.04%
4,675
149
$366K 0.04%
5,077
-922
150
$361K 0.04%
1,161
4 5
6
7 8