LWA
Legacy Wealth Advisors Portfolio holdings
AUM
$151M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$151M
AUM Growth
–
Holding
86
Top Buys
| 1 | +$21.6M | |
| 2 | +$20.3M | |
| 3 | +$14.2M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Home Depot
HD
$374B
| $225K | 0.15% |
+655
|
|
||
77
AbbVie
ABBV
$401B
| $222K | 0.15% |
+970
|
|
||
78
Allegion
ALLE
$13.4B
| $220K | 0.15% |
+1,383
|
|
||
79
Cisco
CSCO
$313B
| $219K | 0.14% |
+2,837
|
|
||
80
Zurn Elkay Water Solutions
ZWS
$8.44B
| $212K | 0.14% |
+4,566
|
|
||
81
Charles Schwab
SCHW
$169B
| $211K | 0.14% |
+2,107
|
|
||
82
Qualcomm
QCOM
$156B
| $205K | 0.14% |
+1,201
|
|
||
83
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
| $205K | 0.14% |
+2,204
|
|
||
84
Enterprise Products Partners
EPD
$77.7B
| $202K | 0.13% |
+6,312
|
|
||
85
Caterpillar
CAT
$357B
| $202K | 0.13% |
+353
|
|
||
86
ServiceNow
NOW
$109B
| $201K | 0.13% |
+1,310
|
|