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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
201
$231K 0.02%
3,070
202
$224K 0.02%
295
203
$211K 0.02%
4,500
204
$210K 0.02%
895
205
$207K 0.02%
+8,056
206
$205K 0.02%
+4,000
207
$202K 0.02%
+989
208
$201K 0.01%
4,495
209
$178K 0.01%
10,350
210
$168K 0.01%
14,766
211
$37.3K ﹤0.01%
+10,500
212
– –
-772
213
– –
-575
214
– –
-14,667
215
– –
-4,000
216
– –
-6,350
217
– –
-12,607
218
– –
-4,500
219
– –
-6,000
220
– –
-9,577
221
– –
-5,212
222
– –
-12,400
223
– –
-7,143
224
– –
-2,253
5 6 7 8
9