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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
$1.36B
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$10.8M
3
+$6.18M
4
AVGO icon
Broadcom
AVGO
+$5.55M
5
DELL icon
Dell
DELL
+$3.62M

Top Sells

1
+$7.61M
2
+$7.28M
3
+$6.73M
4
DLR icon
Digital Realty Trust
DLR
+$6.04M
5
LEN icon
Lennar Class A
LEN
+$4.8M

Sector Composition

1 Technology 32.17%
2 Communication Services 14.05%
3 Industrials 9.15%
4 Financials 8.46%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGK icon
151
Vanguard FTSE Europe ETF
VGK
$30.3B
$482K 0.04%
5,851
NKE icon
152
Nike
NKE
$66.5B
$477K 0.04%
9,038
-3,075
AME icon
153
Ametek
AME
$52.1B
$477K 0.04%
2,227
IGV icon
154
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
$472K 0.03%
5,891
-6,830
PLTR icon
155
Palantir
PLTR
$307B
$471K 0.03%
3,223
+40
KO icon
156
Coca-Cola
KO
$355B
$469K 0.03%
6,168
DHR icon
157
Danaher
DHR
$127B
$464K 0.03%
2,448
+12
GEV icon
158
GE Vernova
GEV
$253B
$462K 0.03%
529
IBIT icon
159
iShares Bitcoin Trust
IBIT
$49.2B
$449K 0.03%
11,676
-1,331
GE icon
160
GE Aerospace
GE
$350B
$444K 0.03%
1,565
-4
KMI icon
161
Kinder Morgan
KMI
$71.1B
$440K 0.03%
13,135
MELI icon
162
Mercado Libre
MELI
$80.6B
$429K 0.03%
248
AXON icon
163
Axon Enterprise
AXON
$35.6B
$429K 0.03%
1,009
-3
ABBV icon
164
AbbVie
ABBV
$402B
$428K 0.03%
1,968
TT icon
165
Trane Technologies
TT
$101B
$408K 0.03%
980
+50
VUG icon
166
Vanguard Growth ETF
VUG
$221B
$407K 0.03%
5,586
+1,110
VGT icon
167
Vanguard Information Technology ETF
VGT
$142B
$391K 0.03%
4,480
-40
VIG icon
168
Vanguard Dividend Appreciation ETF
VIG
$109B
$389K 0.03%
1,810
NSC icon
169
Norfolk Southern
NSC
$70.5B
$386K 0.03%
1,344
BR icon
170
Broadridge
BR
$16.8B
$373K 0.03%
2,297
-38,322
EWT icon
171
iShares MSCI Taiwan ETF
EWT
$10.8B
$363K 0.03%
5,125
EWJ icon
172
iShares MSCI Japan ETF
EWJ
$21.7B
$349K 0.03%
4,128
USIG icon
173
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$344K 0.03%
6,710
ANET icon
174
Arista Networks
ANET
$206B
$342K 0.03%
2,785
-27
BMY icon
175
Bristol-Myers Squibb
BMY
$117B
$339K 0.02%
5,595
5 6
7
8 9