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
176
$309K 0.03%
2,263
177
$305K 0.03%
3,015
-205
178
$292K 0.03%
5,645
-125
179
$284K 0.03%
13,899
180
$281K 0.03%
6,774
181
$280K 0.03%
4,862
+1,007
182
$280K 0.03%
1,485
-40
183
$276K 0.03%
5,125
184
$268K 0.02%
541
185
$267K 0.02%
3,000
186
$264K 0.02%
2,875
187
$260K 0.02%
1,288
-20
188
$260K 0.02%
940
189
$253K 0.02%
1,488
190
$251K 0.02%
2,553
191
$250K 0.02%
955
-15
192
$241K 0.02%
13,900
193
$238K 0.02%
+4,000
194
$231K 0.02%
+6,812
195
$230K 0.02%
842
196
$230K 0.02%
10,377
197
$227K 0.02%
+5,580
198
$221K 0.02%
7,589
199
$212K 0.02%
4,500
200
$212K 0.02%
4,000
5 6 7
8
9