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LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.36B
1-Year Est. Return
28.93%
This Fund
S&P 500
1 Year Est. Return
+28.93%
AUM
$1.36B
AUM Growth
-$20.2M
(-1.5%)
Holding
227
Top Buys
| 1 | +$53M | |
| 2 | +$10.8M | |
| 3 | +$6.18M | |
| 4 |
Broadcom
AVGO
|
+$5.55M |
| 5 |
Dell
DELL
|
+$3.62M |
Top Sells
| 1 | +$7.61M | |
| 2 | +$7.28M | |
| 3 | +$6.73M | |
| 4 |
Digital Realty Trust
DLR
|
+$6.04M |
| 5 |
Lennar Class A
LEN
|
+$4.8M |
Sector Composition
| 1 | Technology | 32.17% |
| 2 | Communication Services | 14.05% |
| 3 | Industrials | 9.15% |
| 4 | Financials | 8.46% |
| 5 | Consumer Discretionary | 7.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.97T
| $101M | 7.42% |
578,932
-1,791
|
|
||
2
Alphabet (Google) Class C
GOOG
$4.37T
| $72.9M | 5.36% |
254,135
+168,779
|
|
||
|
3
Alphabet (Google) Class A
GOOGL
$4.39T
| $52.3M | 3.85% |
181,994
-238
|
|
||
4
Apple
AAPL
$4.28T
| $46.8M | 3.44% |
184,296
+535
|
|
||
5
Amazon
AMZN
$2.57T
| $36.5M | 2.69% |
175,441
+792
|
|
||
6
Microsoft
MSFT
$2.9T
| $34.2M | 2.52% |
92,487
+338
|
|
||
7
Meta Platforms (Facebook)
META
$1.44T
| $31.5M | 2.32% |
55,116
+1,011
|
|
||
8
VanEck Semiconductor ETF
SMH
$70.8B
| $29.9M | 2.2% |
77,905
+237
|
|
||
9
Costco
COST
$436B
| $29.8M | 2.19% |
29,874
+378
|
|
||
10
JPMorgan Chase
JPM
$859B
| $29.6M | 2.17% |
100,578
-239
|
|
||
11
Palo Alto Networks
PANW
$228B
| $27.3M | 2.01% |
170,274
+864
|
|
||
12
ASML
ASML
$718B
| $26.6M | 1.95% |
20,137
-292
|
|
||
13
Vertiv
VRT
$116B
| $26.3M | 1.93% |
104,958
-533
|
|
||
14
Caterpillar
CAT
$419B
| $26.2M | 1.93% |
36,994
-251
|
|
||
15
Amphenol
APH
$189B
| $24M | 1.76% |
189,586
-358
|
|
||
16
TSMC
TSM
$2.2T
| $23M | 1.69% |
67,979
-809
|
|
||
17
Quanta Services
PWR
$106B
| $21.8M | 1.6% |
39,707
+1,248
|
|
||
18
Netflix
NFLX
$338B
| $20.3M | 1.49% |
210,747
+4,366
|
|
||
19
Shopify
SHOP
$140B
| $19.6M | 1.44% |
164,916
+21
|
|
||
20
Morgan Stanley
MS
$338B
| $18.1M | 1.33% |
109,996
+234
|
|
||
21
D.R. Horton
DHI
$43.7B
| $17.3M | 1.27% |
126,385
+3,078
|
|
||
22
Intuitive Surgical
ISRG
$146B
| $17.1M | 1.26% |
37,192
-294
|
|
||
23
Thermo Fisher Scientific
TMO
$174B
| $17M | 1.25% |
34,546
+323
|
|
||
24
Visa
V
$613B
| $16.1M | 1.18% |
53,199
-1,170
|
|
||
25
Advanced Micro Devices
AMD
$834B
| $15.8M | 1.16% |
77,486
+99
|
|