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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
151
$467K 0.03%
5,851
152
$455K 0.03%
2,296
153
$437K 0.03%
4,780
-50
154
$436K 0.03%
1,150
155
$432K 0.03%
2,565
156
$422K 0.03%
4,520
+120
157
$419K 0.03%
1,483
158
$418K 0.03%
4,985
-239
159
$391K 0.03%
1,810
160
$391K 0.03%
1,300
161
$386K 0.03%
2,054
162
$380K 0.03%
5,725
163
$374K 0.03%
4,973
164
$373K 0.03%
997
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165
$356K 0.03%
1,369
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166
$356K 0.03%
843
167
$354K 0.03%
12,519
168
$350K 0.03%
6,710
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169
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170
$350K 0.03%
1,512
-8
171
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1,160
-264
172
$342K 0.03%
9,149
173
$331K 0.02%
4,128
174
$326K 0.02%
5,125
175
$323K 0.02%
526
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7
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