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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
BBCA icon
51
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$423K 0.22%
4,499
+2,295
GE icon
52
GE Aerospace
GE
$375B
$422K 0.22%
1,487
+637
CVX icon
53
Chevron
CVX
$351B
$413K 0.21%
1,998
+450
COST icon
54
Costco
COST
$406B
$402K 0.2%
+403
GEV icon
55
GE Vernova
GEV
$293B
$398K 0.2%
456
+65
JNJ icon
56
Johnson & Johnson
JNJ
$619B
$396K 0.2%
1,622
-180
SPEM icon
57
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$368K 0.19%
7,840
PLD icon
58
Prologis
PLD
$131B
$352K 0.18%
+2,664
KLAC icon
59
KLA
KLAC
$302B
$350K 0.18%
2,380
+170
WFC icon
60
Wells Fargo
WFC
$267B
$346K 0.18%
4,352
+241
RTX icon
61
RTX Corp
RTX
$264B
$345K 0.18%
1,786
+382
PLTR icon
62
Palantir
PLTR
$304B
$338K 0.17%
+2,308
NFLX icon
63
Netflix
NFLX
$309B
$335K 0.17%
3,488
+1,018
SHEL icon
64
Shell
SHEL
$228B
$335K 0.17%
+3,604
NKE icon
65
Nike
NKE
$65.7B
$324K 0.17%
+6,125
ABBV icon
66
AbbVie
ABBV
$438B
$323K 0.16%
1,486
+516
AMAT icon
67
Applied Materials
AMAT
$478B
$321K 0.16%
+939
IBKR icon
68
Interactive Brokers
IBKR
$41.9B
$319K 0.16%
4,754
-48
MU icon
69
Micron Technology
MU
$1.11T
$316K 0.16%
+936
NOC icon
70
Northrop Grumman
NOC
$76.6B
$316K 0.16%
+463
BBAX icon
71
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.41B
$312K 0.16%
+5,240
HD icon
72
Home Depot
HD
$342B
$311K 0.16%
947
+292
KO icon
73
Coca-Cola
KO
$359B
$306K 0.16%
4,023
+606
MRK icon
74
Merck
MRK
$305B
$294K 0.15%
+2,443
AZN icon
75
AstraZeneca
AZN
$266B
$289K 0.15%
+1,494
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