LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.27B
1-Year Est. Return
23.3%
1 Year Est. Return
+23.3%
AUM
$1.07B
AUM Growth
-$45.8M
(-4.1%)
Holding
209
Top Buys
| 1 | +$5.23M | |
| 2 | +$3.04M | |
| 3 | +$2.81M | |
| 4 |
Vertiv
VRT
|
+$2.78M |
| 5 |
Toll Brothers
TOL
|
+$2.28M |
Top Sells
| 1 | +$2.52M | |
| 2 | +$2.34M | |
| 3 | +$2.24M | |
| 4 |
Northrop Grumman
NOC
|
+$1.83M |
| 5 |
SLB Ltd
SLB
|
+$1.2M |
Sector Composition
| 1 | Technology | 35.97% |
| 2 | Healthcare | 9.38% |
| 3 | Communication Services | 9.2% |
| 4 | Consumer Discretionary | 8.62% |
| 5 | Financials | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Grab
GRAB
$24.9B
| $181K | 0.02% |
40,000
|
|
||
202
Ford
F
$52.8B
| $126K | 0.01% |
12,607
|
|
||
203
Illinois Tool Works
ITW
$72.2B
| – | – |
-1,002
|
|
||
204
Arista Networks
ANET
$197B
| – | – |
-2,036
|
|
||
205
Coherent
COHR
$21.2B
| – | – |
-3,000
|
|
||
206
Illumina
ILMN
$15.4B
| – | – |
-1,612
|
|
||
207
iShares Russell 1000 Value ETF
IWD
$65.9B
| – | – |
-1,320
|
|
||
208
Novo Nordisk
NVO
$235B
| – | – |
-2,754
|
|
||
209
Vanguard Growth ETF
VUG
$203B
| – | – |
-526
|
|