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
$782M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$951K
3
+$936K
4
AMD icon
Advanced Micro Devices
AMD
+$812K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$776K

Top Sells

1
+$1.95M
2
+$1.39M
3
+$1.16M
4
PANW icon
Palo Alto Networks
PANW
+$846K
5
CMCSA icon
Comcast
CMCSA
+$789K

Sector Composition

1 Technology 34.4%
2 Healthcare 12.59%
3 Consumer Discretionary 10.14%
4 Communication Services 7.21%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-6,450
202
– –
-3,731
203
– –
-101
204
– –
-15,859
5 6 7 8
9