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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
1
$110M 8.18%
590,528
-3,692
2
$46.2M 3.43%
181,525
-1,989
3
$45.1M 3.35%
87,113
-2,987
4
$38.1M 2.83%
51,860
+134
5
$37.3M 2.77%
169,794
+439
6
$37.2M 2.76%
152,979
+497
7
$34.4M 2.56%
168,972
+4,136
8
$30.5M 2.27%
96,673
-3,597
9
$26.8M 1.99%
28,933
+592
10
$25.2M 1.87%
77,269
+4,523
11
$24.5M 1.82%
164,768
-48
12
$24.3M 1.81%
132,270
-205
13
$24.2M 1.79%
195,275
-298
14
$22.6M 1.68%
33,084
+1,409
15
$22.5M 1.67%
92,321
-781
16
$20.1M 1.5%
118,837
+4,212
17
$20.1M 1.49%
167,390
+5,430
18
$19.8M 1.47%
20,500
+1,043
19
$19.6M 1.46%
81,561
-12,626
20
$19.2M 1.43%
68,802
+442
21
$18.5M 1.37%
188,415
+2,510
22
$18.4M 1.37%
45,487
+461
23
$18.1M 1.35%
53,047
+773
24
$18.1M 1.34%
37,855
+492
25
$17.8M 1.33%
50,784
+445
1
2 3 4 5