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
151
$356K 0.04%
2,263
-46
152
$355K 0.04%
3,485
+200
153
$352K 0.04%
+2,740
154
$348K 0.04%
1,548
155
$345K 0.04%
3,578
-3,623
156
$341K 0.04%
3,926
157
$339K 0.04%
+2,054
158
$323K 0.04%
9,149
-70
159
$314K 0.04%
+200
160
$312K 0.04%
+1,906
161
$311K 0.04%
5,275
162
$309K 0.04%
7,044
163
$307K 0.03%
+1,300
164
$300K 0.03%
3,020
-200
165
$285K 0.03%
2,754
+200
166
$284K 0.03%
+3,460
167
$267K 0.03%
2,340
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168
$264K 0.03%
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169
$264K 0.03%
1,008
170
$258K 0.03%
+1,000
171
$257K 0.03%
+1,067
172
$254K 0.03%
+14,766
173
$246K 0.03%
4,686
+105
174
$246K 0.03%
+1,900
175
$245K 0.03%
1,582
-82
4 5 6
7
8