LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
1-Year Est. Return
23.3%
1 Year Est. Return
+23.3%
AUM
$1.27B
AUM Growth
+$196M
(+18%)
Holding
229
Top Buys
| 1 | +$8.7M | |
| 2 | +$4.59M | |
| 3 | +$3.96M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.22M |
| 5 |
Quanta Services
PWR
|
+$2.08M |
Top Sells
| 1 | +$3.32M | |
| 2 | +$2.62M | |
| 3 | +$2.44M | |
| 4 |
Citigroup
C
|
+$2.39M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
226
Keysight
KEYS
$29.1B
| – | – |
-3,846
|
|
||
227
Stanley Black & Decker
SWK
$10.9B
| – | – |
-2,888
|
|
||
228
Trimble
TRMB
$19.4B
| – | – |
-7,200
|
|
||
229
UnitedHealth
UNH
$328B
| – | – |
-1,161
|
|