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
ARKK icon
76
ARK Innovation ETF
ARKK
$6.1B
$287K 0.15%
4,250
CAT icon
77
Caterpillar
CAT
$414B
$287K 0.15%
405
+52
HON icon
78
Honeywell
HON
$148B
$284K 0.15%
+1,258
PGR icon
79
Progressive
PGR
$117B
$284K 0.15%
1,434
-52
MO icon
80
Altria Group
MO
$121B
$281K 0.14%
+4,255
MPLX icon
81
MPLX
MPLX
$57.3B
$277K 0.14%
4,855
ET icon
82
Energy Transfer Partners
ET
$67B
$274K 0.14%
14,185
NVS icon
83
Novartis
NVS
$290B
$270K 0.14%
+1,769
IBM icon
84
IBM
IBM
$239B
$257K 0.13%
+1,062
PM icon
85
Philip Morris
PM
$284B
$257K 0.13%
+1,553
IEUR icon
86
iShares Core MSCI Europe ETF
IEUR
$8.94B
$253K 0.13%
3,599
LIN icon
87
Linde
LIN
$237B
$253K 0.13%
+510
BKSY icon
88
BlackSky Technology
BKSY
$1.8B
$252K 0.13%
10,000
-21,827
ISRG icon
89
Intuitive Surgical
ISRG
$152B
$244K 0.12%
529
+107
NDSN icon
90
Nordson
NDSN
$16B
$240K 0.12%
+902
EPD icon
91
Enterprise Products Partners
EPD
$82.3B
$239K 0.12%
6,312
PG icon
92
Procter & Gamble
PG
$345B
$238K 0.12%
+1,651
EBAY icon
93
eBay
EBAY
$50.6B
$238K 0.12%
+2,611
LRCX icon
94
Lam Research
LRCX
$395B
$235K 0.12%
+1,101
CSCO icon
95
Cisco
CSCO
$473B
$232K 0.12%
2,984
+147
SPGI icon
96
S&P Global
SPGI
$124B
$231K 0.12%
+542
HCA icon
97
HCA Healthcare
HCA
$88.2B
$228K 0.12%
+482
MS icon
98
Morgan Stanley
MS
$315B
$225K 0.11%
+1,365
SCHW icon
99
Charles Schwab
SCHW
$150B
$222K 0.11%
2,361
+254
SUN icon
100
Sunoco
SUN
$12.7B
$213K 0.11%
+3,284