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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
ENB icon
176
Enbridge
ENB
$123B
$337K 0.02%
6,220
IWV icon
177
iShares Russell 3000 ETF
IWV
$19.3B
$334K 0.02%
900
-250
ILMN icon
178
Illumina
ILMN
$24.4B
$328K 0.02%
2,663
PAA icon
179
Plains All American Pipeline
PAA
$15.8B
$310K 0.02%
13,900
+3,000
IAU icon
180
iShares Gold Trust
IAU
$65.4B
$310K 0.02%
3,517
ITW icon
181
Illinois Tool Works
ITW
$74.1B
$293K 0.02%
+1,126
OEF icon
182
iShares S&P 100 ETF
OEF
$20B
$293K 0.02%
921
IJK icon
183
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$289K 0.02%
2,875
PHO icon
184
Invesco Water Resources ETF
PHO
$2B
$289K 0.02%
4,318
SHY icon
185
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$288K 0.02%
3,492
+230
EPD icon
186
Enterprise Products Partners
EPD
$80.6B
$287K 0.02%
+7,589
PRCT icon
187
Procept Biorobotics
PRCT
$1.46B
$286K 0.02%
11,440
VNQ icon
188
Vanguard Real Estate ETF
VNQ
$38.1B
$279K 0.02%
3,145
-1,635
PH icon
189
Parker-Hannifin
PH
$114B
$276K 0.02%
308
AZN icon
190
AstraZeneca
AZN
$277B
$272K 0.02%
1,377
-1,383
EQIX icon
191
Equinix
EQIX
$104B
$270K 0.02%
275
-6
LNG icon
192
Cheniere Energy
LNG
$50.6B
$263K 0.02%
+928
CI icon
193
Cigna
CI
$78.8B
$259K 0.02%
970
CVS icon
194
CVS Health
CVS
$130B
$252K 0.02%
3,512
TCOM icon
195
Trip.com Group
TCOM
$29.3B
$252K 0.02%
5,062
-83
INCO icon
196
Columbia India Consumer ETF
INCO
$219M
$248K 0.02%
4,512
XLP icon
197
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$238K 0.02%
2,902
C icon
198
Citigroup
C
$238B
$237K 0.02%
2,091
+20
AMLP icon
199
Alerian MLP ETF
AMLP
$12.3B
$237K 0.02%
4,500
INTC icon
200
Intel
INTC
$626B
$231K 0.02%
+5,230
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