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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
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$20.3M
3 +$14.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.5M
5
BUFC icon
AB Conservative Buffer ETF
BUFC
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.01%
2 Technology 11.28%
3 Communication Services 3.83%
4 Energy 3.71%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARKK icon
51
ARK Innovation ETF
ARKK
$6.5B
$327K 0.22%
+4,250
XOM icon
52
ExxonMobil
XOM
$576B
$317K 0.21%
+2,636
IWF icon
53
iShares Russell 1000 Growth ETF
IWF
$128B
$314K 0.21%
+2,656
TJX icon
54
TJX Companies
TJX
$167B
$310K 0.2%
+2,017
IBKR icon
55
Interactive Brokers
IBKR
$41.9B
$309K 0.2%
+4,802
DIS icon
56
Walt Disney
DIS
$166B
$286K 0.19%
+2,518
ASML icon
57
ASML
ASML
$693B
$281K 0.19%
+263
KLAC icon
58
KLA
KLAC
$302B
$269K 0.18%
+2,210
GE icon
59
GE Aerospace
GE
$375B
$262K 0.17%
+850
MPLX icon
60
MPLX
MPLX
$57.8B
$259K 0.17%
+4,855
LPLA icon
61
LPL Financial
LPLA
$25.4B
$259K 0.17%
+724
RTX icon
62
RTX Corp
RTX
$264B
$257K 0.17%
+1,404
IEUR icon
63
iShares Core MSCI Europe ETF
IEUR
$8.66B
$255K 0.17%
+3,599
GEV icon
64
GE Vernova
GEV
$293B
$255K 0.17%
+391
TXN icon
65
Texas Instruments
TXN
$283B
$247K 0.16%
+1,424
ISRG icon
66
Intuitive Surgical
ISRG
$144B
$239K 0.16%
+422
KO icon
67
Coca-Cola
KO
$359B
$239K 0.16%
+3,417
IWP icon
68
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$239K 0.16%
+1,744
BAC icon
69
Bank of America
BAC
$423B
$238K 0.16%
+4,321
ABT icon
70
Abbott
ABT
$164B
$238K 0.16%
+1,896
WRB icon
71
W.R. Berkley
WRB
$26.9B
$236K 0.16%
+3,368
CVX icon
72
Chevron
CVX
$351B
$236K 0.16%
+1,548
TMO icon
73
Thermo Fisher Scientific
TMO
$196B
$236K 0.16%
+407
ET icon
74
Energy Transfer Partners
ET
$67.7B
$234K 0.15%
+14,185
NFLX icon
75
Netflix
NFLX
$309B
$232K 0.15%
+2,470