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
151
$449K 0.04%
1,169
+79
152
$447K 0.04%
7,200
153
$421K 0.04%
1,906
154
$412K 0.04%
2,565
-175
155
$411K 0.04%
4,947
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156
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200
157
$402K 0.04%
1,005
158
$394K 0.04%
3,098
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159
$387K 0.04%
4,649
+1,564
160
$386K 0.04%
1,631
161
$383K 0.03%
2,410
-175
162
$381K 0.03%
5,847
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163
$379K 0.03%
5,275
164
$376K 0.03%
1,150
165
$367K 0.03%
1,107
166
$367K 0.03%
2,067
167
$359K 0.03%
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168
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169
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170
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3,831
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171
$334K 0.03%
858
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172
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1,671
173
$328K 0.03%
1,321
174
$328K 0.03%
2,754
175
$322K 0.03%
14,766
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7
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