LWM

Lyell Wealth Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.3%
This Quarter Est. Return
1 Year Est. Return
+23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$4.59M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.22M
5
PWR icon
Quanta Services
PWR
+$2.08M

Top Sells

1
+$3.32M
2
+$2.62M
3
+$2.44M
4
C icon
Citigroup
C
+$2.39M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M

Sector Composition

1 Technology 38.39%
2 Communication Services 9.88%
3 Financials 8.92%
4 Healthcare 8.48%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.53T
$93.9M 7.42%
594,220
+4,849
MSFT icon
2
Microsoft
MSFT
$3.89T
$44.8M 3.54%
90,100
+3,432
META icon
3
Meta Platforms (Facebook)
META
$1.85T
$38.2M 3.02%
51,726
+1,465
AAPL icon
4
Apple
AAPL
$3.9T
$37.7M 2.97%
183,514
-2,688
AMZN icon
5
Amazon
AMZN
$2.39T
$37.2M 2.93%
169,355
+3,450
PANW icon
6
Palo Alto Networks
PANW
$147B
$33.7M 2.66%
164,836
+4,166
JPM icon
7
JPMorgan Chase
JPM
$818B
$29.1M 2.3%
100,270
+4,490
COST icon
8
Costco
COST
$413B
$28.1M 2.22%
28,341
+859
NOW icon
9
ServiceNow
NOW
$193B
$27.2M 2.15%
26,495
+747
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.14T
$26.9M 2.12%
152,482
+7,865
INTU icon
11
Intuit
INTU
$190B
$24.9M 1.97%
31,675
+240
WDAY icon
12
Workday
WDAY
$64.8B
$22.6M 1.79%
94,187
+940
NFLX icon
13
Netflix
NFLX
$464B
$21.7M 1.71%
16,196
+443
SMH icon
14
VanEck Semiconductor ETF
SMH
$35.7B
$20.3M 1.6%
72,746
+4,251
ISRG icon
15
Intuitive Surgical
ISRG
$194B
$19.4M 1.53%
35,658
+1,171
APH icon
16
Amphenol
APH
$163B
$19.3M 1.53%
195,573
+5,504
SHOP icon
17
Shopify
SHOP
$225B
$19M 1.5%
164,816
+4,558
V icon
18
Visa
V
$674B
$18.6M 1.47%
52,274
+3,586
CRM icon
19
Salesforce
CRM
$243B
$17.7M 1.4%
64,808
-1,290
UBER icon
20
Uber
UBER
$196B
$17.3M 1.37%
185,905
+9,540
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.15T
$16.5M 1.3%
93,102
+2,147
HD icon
22
Home Depot
HD
$385B
$16.5M 1.3%
45,026
+630
VEEV icon
23
Veeva Systems
VEEV
$48B
$15.6M 1.23%
54,208
+563
ASML icon
24
ASML
ASML
$401B
$15.6M 1.23%
19,457
-26
CDNS icon
25
Cadence Design Systems
CDNS
$94B
$15.5M 1.23%
50,339
+2,357
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