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
201
$210K 0.02%
+1,612
202
$209K 0.02%
+590
203
$203K 0.02%
+9,200
204
$200K 0.02%
629
205
$166K 0.02%
10,350
-86
206
$157K 0.01%
14,875
+30
207
$152K 0.01%
40,000
208
– –
-10,005
5 6 7 8
9