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
$1.35B
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
VGK icon
151
Vanguard FTSE Europe ETF
VGK
$29.8B
$467K 0.03%
5,851
DHR icon
152
Danaher
DHR
$132B
$455K 0.03%
2,296
VNQ icon
153
Vanguard Real Estate ETF
VNQ
$35.7B
$437K 0.03%
4,780
-50
IWV icon
154
iShares Russell 3000 ETF
IWV
$17.2B
$436K 0.03%
1,150
ICE icon
155
Intercontinental Exchange
ICE
$90.4B
$432K 0.03%
2,565
VGT icon
156
Vanguard Information Technology ETF
VGT
$108B
$422K 0.03%
565
+15
AMGN icon
157
Amgen
AMGN
$197B
$419K 0.03%
1,483
MRK icon
158
Merck
MRK
$286B
$418K 0.03%
4,985
-239
VIG icon
159
Vanguard Dividend Appreciation ETF
VIG
$100B
$391K 0.03%
1,810
NSC icon
160
Norfolk Southern
NSC
$65B
$391K 0.03%
1,300
AME icon
161
Ametek
AME
$49.1B
$386K 0.03%
2,054
KO icon
162
Coca-Cola
KO
$333B
$380K 0.03%
5,725
TCOM icon
163
Trip.com Group
TCOM
$33.8B
$374K 0.03%
4,973
ETN icon
164
Eaton
ETN
$138B
$373K 0.03%
997
+22
OIH icon
165
VanEck Oil Services ETF
OIH
$2.34B
$356K 0.03%
1,369
+83
TT icon
166
Trane Technologies
TT
$93.5B
$356K 0.03%
843
KMI icon
167
Kinder Morgan
KMI
$74.3B
$354K 0.03%
12,519
USIG icon
168
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.6B
$350K 0.03%
6,710
-1,440
VUG icon
169
Vanguard Growth ETF
VUG
$192B
$350K 0.03%
730
ABBV icon
170
AbbVie
ABBV
$388B
$350K 0.03%
1,512
-8
GE icon
171
GE Aerospace
GE
$314B
$349K 0.03%
1,160
-264
DKNG icon
172
DraftKings
DKNG
$12.8B
$342K 0.03%
9,149
EWJ icon
173
iShares MSCI Japan ETF
EWJ
$18.9B
$331K 0.02%
4,128
EWT icon
174
iShares MSCI Taiwan ETF
EWT
$7.75B
$326K 0.02%
5,125
GEV icon
175
GE Vernova
GEV
$217B
$323K 0.02%
526
5 6
7
8 9