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
126
$843K 0.08%
7,210
+1,850
127
$805K 0.07%
6,643
128
$804K 0.07%
28,530
-1,275
129
$771K 0.07%
26,414
+164
130
$760K 0.07%
4,386
131
$745K 0.07%
6,562
132
$669K 0.06%
3,927
133
$666K 0.06%
8,535
-1,075
134
$660K 0.06%
1,404
135
$640K 0.06%
4,029
136
$606K 0.06%
7,230
137
$588K 0.05%
2,846
138
$581K 0.05%
3,926
139
$558K 0.05%
1,969
140
$543K 0.05%
2,057
141
$516K 0.05%
+7,835
142
$516K 0.05%
9,815
143
$502K 0.05%
24,410
144
$500K 0.05%
7,713
145
$486K 0.04%
1,508
146
$482K 0.04%
13,427
147
$469K 0.04%
6,950
148
$462K 0.04%
6,622
-1,799
149
$458K 0.04%
4,163
-655
150
$457K 0.04%
5,600
-150
4 5
6
7 8