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
176
$237K 0.03%
6,812
-625
177
$236K 0.03%
+5,125
178
$230K 0.03%
4,000
179
$228K 0.03%
13,428
+1,298
180
$226K 0.03%
7,853
+144
181
$225K 0.03%
5,977
-384
182
$221K 0.03%
872
-20
183
$211K 0.02%
2,000
184
$211K 0.02%
+4,166
185
$211K 0.02%
13,900
186
$209K 0.02%
+541
187
$209K 0.02%
+575
188
$208K 0.02%
1,448
-596
189
$207K 0.02%
+590
190
$206K 0.02%
+843
191
$205K 0.02%
+1,417
192
$180K 0.02%
14,792
-6,770
193
$144K 0.02%
+10,432
194
$101K 0.01%
+30,000
195
– –
-3,031
196
– –
-7,589
197
– –
-1,839
198
– –
-5,175
199
– –
-127,324
200
– –
-3,124
4 5 6 7
8