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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
176
$323K 0.02%
3,000
177
$322K 0.02%
1,155
178
$321K 0.02%
3,203
-265
179
$319K 0.02%
1,751
-700
180
$316K 0.02%
3,151
-137
181
$313K 0.02%
940
182
$311K 0.02%
4,318
183
$308K 0.02%
6,774
184
$301K 0.02%
2,067
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185
$300K 0.02%
3,612
-25
186
$292K 0.02%
4,512
187
$282K 0.02%
5,580
188
$276K 0.02%
2,875
189
$274K 0.02%
45,500
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190
$273K 0.02%
3,482
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191
$267K 0.02%
928
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192
$264K 0.02%
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193
$257K 0.02%
60
194
$256K 0.02%
3,517
195
$255K 0.02%
5,645
196
$248K 0.02%
1,488
197
$237K 0.02%
7,589
198
$237K 0.02%
13,900
199
$235K 0.02%
2,625
-128
200
$231K 0.02%
3,990
-250
5 6 7
8
9