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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
126
$850K 0.06%
10,047
-2,553
127
$814K 0.06%
2,307
-7,159
128
$797K 0.06%
23,727
-2,150
129
$777K 0.06%
7,000
130
$756K 0.06%
4,737
-1,622
131
$736K 0.05%
7,713
132
$724K 0.05%
1,009
+4
133
$692K 0.05%
5,170
134
$690K 0.05%
1,404
135
$687K 0.05%
2,434
136
$675K 0.05%
7,735
-600
137
$674K 0.05%
860
-370
138
$652K 0.05%
10,035
+1,954
139
$637K 0.05%
23,329
+150
140
$626K 0.05%
3,736
-120
141
$621K 0.05%
1,243
-295
142
$615K 0.05%
1,900
143
$612K 0.05%
2,408
144
$580K 0.04%
248
-3
145
$560K 0.04%
7,632
146
$546K 0.04%
1,663
147
$513K 0.04%
2,794
+26
148
$475K 0.04%
2,200
149
$469K 0.03%
+17,725
150
$467K 0.03%
587
4 5
6
7 8