LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$407M
1-Year Est. Return
21.3%
1 Year Est. Return
+21.3%
AUM
$407M
AUM Growth
-$4.45M
(-1.1%)
Holding
388
Top Buys
| 1 | +$1.34M | |
| 2 | +$1.26M | |
| 3 | +$918K | |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$907K |
| 5 |
Sumitomo Mitsui Financial
SMFG
|
+$790K |
Top Sells
| 1 | +$2.39M | |
| 2 | +$1.61M | |
| 3 | +$1.26M | |
| 4 |
ASE Group
ASX
|
+$1.26M |
| 5 |
Tesla
TSLA
|
+$838K |
Sector Composition
| 1 | Technology | 19.94% |
| 2 | Financials | 14.37% |
| 3 | Industrials | 9.98% |
| 4 | Healthcare | 8.23% |
| 5 | Consumer Discretionary | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola Europacific Partners
CCEP
$40B
| $2.32M | 0.57% |
25,550
-223
|
|
||
27
Telkom Indonesia
TLK
$21.6B
| $2.29M | 0.56% |
108,878
-8,361
|
|
||
28
Eli Lilly
LLY
$925B
| $2.29M | 0.56% |
2,127
-21
|
|
||
29
Analog Devices
ADI
$148B
| $2.27M | 0.56% |
8,384
+207
|
|
||
30
SAP
SAP
$275B
| $2.27M | 0.56% |
9,329
+759
|
|
||
31
Aon
AON
$74.1B
| $2.27M | 0.56% |
6,420
-579
|
|
||
32
HDFC Bank
HDB
$167B
| $2.25M | 0.55% |
61,527
+263
|
|
||
33
Micron Technology
MU
$379B
| $2.24M | 0.55% |
7,853
-642
|
|
||
34
Yum China
YUMC
$17.1B
| $2.21M | 0.54% |
46,390
-1,611
|
|
||
35
Visa
V
$632B
| $2.17M | 0.53% |
6,197
+254
|
|
||
36
Canadian Pacific Kansas City
CP
$65.2B
| $2.17M | 0.53% |
29,475
+3,065
|
|
||
37
ICICI Bank
IBN
$110B
| $2.17M | 0.53% |
72,811
-373
|
|
||
38
Palo Alto Networks
PANW
$131B
| $2.08M | 0.51% |
11,283
+201
|
|
||
39
Curtiss-Wright
CW
$24.4B
| $2.05M | 0.5% |
3,719
-452
|
|
||
40
O'Reilly Automotive
ORLY
$79B
| $1.99M | 0.49% |
21,793
+883
|
|
||
41
The Ensign Group
ENSG
$10.6B
| $1.99M | 0.49% |
11,404
+95
|
|
||
42
Boston Scientific
BSX
$133B
| $1.98M | 0.49% |
20,801
+561
|
|
||
43
abrdn Physical Silver Shares ETF
SIVR
$6.8B
| $1.96M | 0.48% |
28,958
-1,789
|
|
||
44
Mitsubishi UFJ Financial
MUFG
$211B
| $1.96M | 0.48% |
123,321
-19,754
|
|
||
45
Blackrock
BLK
$179B
| $1.94M | 0.48% |
1,814
-42
|
|
||
46
Kanzhun
BZ
$8.94B
| $1.94M | 0.48% |
95,064
-26,794
|
|
||
47
Ferrari
RACE
$62.8B
| $1.93M | 0.47% |
5,227
+126
|
|
||
48
Philips
PHG
$28.7B
| $1.92M | 0.47% |
70,953
-3,037
|
|
||
49
Booking.com
BKNG
$167B
| $1.9M | 0.47% |
354
+21
|
|
||
50
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
| $1.89M | 0.46% |
37,592
+4,324
|
|