LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.35B
1-Year Est. Return
26.99%
1 Year Est. Return
+26.99%
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 | |
|---|---|---|---|---|---|---|
26
TSMC
TSM
$1.46T
| $15.5M | 1.22% |
68,360
+3,605
|
|
||
27
Morgan Stanley
MS
$263B
| $15.3M | 1.2% |
108,280
+4,909
|
|
||
28
Stryker
SYK
$143B
| $15M | 1.19% |
38,010
+869
|
|
||
29
D.R. Horton
DHI
$42.2B
| $14.8M | 1.17% |
114,625
+3,633
|
|
||
30
Caterpillar
CAT
$259B
| $14.5M | 1.15% |
37,363
+1,445
|
|
||
31
Vertiv
VRT
$62.6B
| $13.5M | 1.07% |
105,062
+30,860
|
|
||
|
32
Quanta Services
PWR
$63.7B
| $13.4M | 1.06% |
35,571
+5,490
|
|
||
33
Snowflake
SNOW
$87B
| $13.2M | 1.05% |
59,176
-1,509
|
|
||
34
Thermo Fisher Scientific
TMO
$218B
| $13M | 1.03% |
32,114
+1,333
|
|
||
35
Idexx Laboratories
IDXX
$56B
| $12.4M | 0.98% |
23,142
+677
|
|
||
36
Advanced Micro Devices
AMD
$404B
| $12.3M | 0.97% |
86,746
-3,991
|
|
||
37
Honeywell
HON
$127B
| $12.3M | 0.97% |
52,726
+971
|
|
||
38
SPDR Gold Trust
GLD
$133B
| $12.1M | 0.96% |
39,810
-2,558
|
|
||
39
Walmart
WMT
$818B
| $11.6M | 0.92% |
118,633
+14,620
|
|
||
40
Mastercard
MA
$499B
| $10.6M | 0.84% |
18,866
+1,926
|
|
||
41
Digital Realty Trust
DLR
$54.3B
| $10.4M | 0.82% |
59,419
+1,457
|
|
||
42
Extreme Networks
EXTR
$2.36B
| $10.2M | 0.81% |
568,991
|
|
||
43
Zoetis
ZTS
$53.4B
| $10.1M | 0.8% |
65,082
-2,294
|
|
||
44
Cloudflare
NET
$74.8B
| $10.1M | 0.8% |
51,823
+1,075
|
|
||
|
45
SPDR S&P 500 ETF Trust
SPY
$667B
| $10M | 0.79% |
16,241
-2,976
|
|
||
46
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
| $9.93M | 0.78% |
409,350
+19,901
|
|
||
47
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
| $9.5M | 0.75% |
373,853
+19,115
|
|
||
48
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
| $9.5M | 0.75% |
391,583
+27,066
|
|
||
49
Lennar Class A
LEN
$30.9B
| $9.31M | 0.74% |
84,184
+899
|
|
||
50
Broadridge
BR
$26.3B
| $9.27M | 0.73% |
38,127
+2,126
|
|