LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$412M
1-Year Est. Return
22.49%
1 Year Est. Return
+22.49%
AUM
$412M
AUM Growth
+$18M
(+4.6%)
Holding
378
Top Buys
| 1 | +$2.26M | |
| 2 | +$1.5M | |
| 3 | +$1.34M | |
| 4 |
Colgate-Palmolive
CL
|
+$1.33M |
| 5 |
CrowdStrike
CRWD
|
+$1.31M |
Top Sells
| 1 | +$2.06M | |
| 2 | +$1.73M | |
| 3 | +$1.56M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.47M |
| 5 |
Progressive
PGR
|
+$1.31M |
Sector Composition
| 1 | Technology | 20.14% |
| 2 | Financials | 13.67% |
| 3 | Industrials | 10.22% |
| 4 | Healthcare | 8.07% |
| 5 | Consumer Discretionary | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
UBS Group
UBS
$120B
| $2.38M | 0.58% |
57,966
-25,404
|
|
||
27
Coca-Cola Europacific Partners
CCEP
$41.5B
| $2.33M | 0.57% |
25,773
+131
|
|
||
28
SAP
SAP
$282B
| $2.29M | 0.56% |
8,570
+32
|
|
||
29
Mitsubishi UFJ Financial
MUFG
$181B
| $2.28M | 0.55% |
143,075
+470
|
|
||
30
Curtiss-Wright
CW
$20.1B
| $2.26M | 0.55% |
4,171
-294
|
|
||
31
Palo Alto Networks
PANW
$131B
| $2.26M | 0.55% |
+11,082
|
|
||
32
O'Reilly Automotive
ORLY
$85.5B
| $2.25M | 0.55% |
20,910
-3,882
|
|
||
33
ICICI Bank
IBN
$109B
| $2.21M | 0.54% |
73,184
+676
|
|
||
34
Telkom Indonesia
TLK
$21.8B
| $2.21M | 0.54% |
117,239
-2,355
|
|
||
35
abrdn Physical Gold Shares ETF
SGOL
$7.16B
| $2.2M | 0.53% |
59,664
+2,489
|
|
||
36
Blackrock
BLK
$161B
| $2.16M | 0.53% |
1,856
+1,003
|
|
||
37
HDFC Bank
HDB
$182B
| $2.09M | 0.51% |
61,264
+622
|
|
||
38
Advanced Micro Devices
AMD
$358B
| $2.08M | 0.5% |
12,826
-2,689
|
|
||
39
Yum China
YUMC
$17.3B
| $2.06M | 0.5% |
48,001
+365
|
|
||
40
Visa
V
$638B
| $2.03M | 0.49% |
5,943
-172
|
|
||
41
ServiceNow
NOW
$171B
| $2.02M | 0.49% |
2,199
-275
|
|
||
42
Philips
PHG
$26.9B
| $2.02M | 0.49% |
73,990
+14,989
|
|
||
43
Analog Devices
ADI
$130B
| $2.01M | 0.49% |
8,177
-265
|
|
||
44
Boston Scientific
BSX
$150B
| $1.98M | 0.48% |
20,240
-2,226
|
|
||
45
Canadian Pacific Kansas City
CP
$65.2B
| $1.97M | 0.48% |
26,410
+343
|
|
||
46
Automatic Data Processing
ADP
$103B
| $1.96M | 0.48% |
6,691
+4,172
|
|
||
47
The Ensign Group
ENSG
$10.6B
| $1.95M | 0.47% |
11,309
-461
|
|
||
48
Texas Instruments
TXN
$153B
| $1.93M | 0.47% |
10,510
+5,715
|
|
||
|
49
Colgate-Palmolive
CL
$64.4B
| $1.89M | 0.46% |
23,612
+16,662
|
|
||
50
Booking.com
BKNG
$158B
| $1.8M | 0.44% |
333
-109
|
|