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LWA

Legacy Wealth Advisors Portfolio holdings

AUM $196M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$7.53M
3
+$2.44M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.85M
5
TSLA icon
Tesla
TSLA
+$1.63M

Top Sells

1
+$3.06M
2
+$2.96M
3
+$1.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$812K
5
BKSY icon
BlackSky Technology
BKSY
+$522K

Sector Composition

1 Financials 11.24%
2 Technology 10.35%
3 Consumer Discretionary 3.47%
4 Communication Services 3.12%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLE icon
26
State Street Energy Select Sector SPDR ETF
XLE
$36.6B
$1.36M 0.69%
22,190
+142
SCHG icon
27
Schwab US Large-Cap Growth ETF
SCHG
$60.5B
$1.25M 0.64%
42,866
ORCL icon
28
Oracle
ORCL
$405B
$1.03M 0.52%
6,985
-260
MTBA icon
29
Simplify MBS ETF
MTBA
$1.54B
$948K 0.48%
19,164
+6
TAFI icon
30
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.35B
$851K 0.43%
33,799
+476
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.33T
$848K 0.43%
2,955
-166
JPM icon
32
JPMorgan Chase
JPM
$902B
$830K 0.42%
2,823
+506
V icon
33
Visa
V
$664B
$828K 0.42%
2,738
+621
BBJP icon
34
JPMorgan BetaBuilders Japan ETF
BBJP
$17.8B
$819K 0.42%
11,889
+6,090
KBDC
35
Kayne Anderson BDC
KBDC
$912M
$811K 0.41%
59,089
XLF icon
36
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$753K 0.38%
15,251
+8,716
XOM icon
37
ExxonMobil
XOM
$576B
$740K 0.38%
4,362
+1,726
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$79.7B
$659K 0.34%
4,449
+41
LLY icon
39
Eli Lilly
LLY
$1.06T
$640K 0.33%
696
+100
VOX icon
40
Vanguard Communication Services ETF
VOX
$5.81B
$536K 0.27%
2,981
VGT icon
41
Vanguard Information Technology ETF
VGT
$144B
$527K 0.27%
6,048
EMOP
42
AB Emerging Markets Opportunities ETF
EMOP
$2.1B
$521K 0.27%
+11,897
TMO icon
43
Thermo Fisher Scientific
TMO
$196B
$503K 0.26%
1,023
+616
TSM icon
44
TSMC
TSM
$2.25T
$499K 0.25%
1,478
+240
TJX icon
45
TJX Companies
TJX
$167B
$499K 0.25%
3,122
+1,105
ASML icon
46
ASML
ASML
$693B
$487K 0.25%
369
+106
WMT icon
47
Walmart Inc
WMT
$906B
$484K 0.25%
3,892
+389
QQQ icon
48
Invesco QQQ Trust
QQQ
$479B
$479K 0.24%
830
UNH icon
49
UnitedHealth
UNH
$386B
$434K 0.22%
1,605
+189
BAC icon
50
Bank of America
BAC
$423B
$426K 0.22%
8,732
+4,411
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