LWA
Legacy Wealth Advisors Portfolio holdings
AUM
$196M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$196M
AUM Growth
+$44.5M
(+29%)
Holding
118
Top Buys
| 1 | +$26.6M | |
| 2 | +$7.53M | |
| 3 | +$2.44M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.85M |
| 5 |
Tesla
TSLA
|
+$1.63M |
Top Sells
| 1 | +$3.06M | |
| 2 | +$2.96M | |
| 3 | +$1.1M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$812K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Salesforce
CRM
$150B
| $212K | 0.11% |
+1,138
|
|
||
102
Synchrony
SYF
$24.6B
| $212K | 0.11% |
+3,113
|
|
||
103
Mastercard
MA
$441B
| $211K | 0.11% |
422
-530
|
|
||
104
EOG Resources
EOG
$71.6B
| $210K | 0.11% |
+1,455
|
|
||
105
Amgen
AMGN
$184B
| $210K | 0.11% |
+597
|
|
||
106
W.R. Berkley
WRB
$24.9B
| $209K | 0.11% |
3,159
-209
|
|
||
107
Howmet Aerospace
HWM
$103B
| $208K | 0.11% |
+902
|
|
||
108
Zurn Elkay Water Solutions
ZWS
$8.18B
| $206K | 0.11% |
4,597
+31
|
|
||
109
Abbott
ABT
$151B
| $203K | 0.1% |
1,975
+79
|
|
||
110
Allegion
ALLE
$11.5B
| – | – |
-1,383
|
|
||
111
Walt Disney
DIS
$182B
| – | – |
-2,518
|
|
||
112
Frontline
FRO
$7.89B
| – | – |
-50,453
|
|
||
113
iShares Russell 1000 Growth ETF
IWF
$130B
| – | – |
-2,656
|
|
||
114
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
| – | – |
-1,744
|
|
||
115
LPL Financial
LPLA
$21.6B
| – | – |
-724
|
|
||
116
ServiceNow
NOW
$108B
| – | – |
-1,310
|
|
||
117
Qualcomm
QCOM
$238B
| – | – |
-1,201
|
|
||
118
Texas Instruments
TXN
$286B
| – | – |
-1,424
|
|