LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$411M
1-Year Est. Return
22.26%
This Fund
S&P 500
1 Year Est. Return
+22.26%
AUM
$411M
AUM Growth
+$3.92M
(+0.96%)
Holding
403
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.03M | |
| 3 | +$1M | |
| 4 |
Full Truck Alliance
YMM
|
+$733K |
| 5 |
Seagate
STX
|
+$710K |
Top Sells
| 1 | +$2.86M | |
| 2 | +$1.63M | |
| 3 | +$1.61M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$1.34M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.26M |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Financials | 13.66% |
| 3 | Industrials | 9.7% |
| 4 | Healthcare | 8.04% |
| 5 | Consumer Discretionary | 7.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Telkom Indonesia
TLK
$16.2B
| $2.46M | 0.6% |
131,761
+22,883
|
|
||
27
SAP
SAP
$212B
| $2.46M | 0.6% |
14,340
+5,011
|
|
||
28
abrdn Physical Gold Shares ETF
SGOL
$7.76B
| $2.42M | 0.59% |
54,254
-3,498
|
|
||
29
Aon
AON
$67.5B
| $2.41M | 0.59% |
7,470
+1,050
|
|
||
30
Mitsubishi UFJ Financial
MUFG
$211B
| $2.36M | 0.57% |
138,902
+15,581
|
|
||
31
Coca-Cola Europacific Partners
CCEP
$40.2B
| $2.34M | 0.57% |
25,782
+232
|
|
||
32
Gildan
GIL
$11.3B
| $2.27M | 0.55% |
40,849
-772
|
|
||
33
The Ensign Group
ENSG
$9.8B
| $2.25M | 0.55% |
11,166
-238
|
|
||
34
Texas Instruments
TXN
$278B
| $2.2M | 0.54% |
11,327
+1,036
|
|
||
35
WisdomTree Floating Rate Treasury Fund
USFR
$17B
| $2.13M | 0.52% |
42,234
+4,642
|
|
||
36
Colgate-Palmolive
CL
$72.1B
| $2.08M | 0.51% |
24,414
+4,296
|
|
||
37
O'Reilly Automotive
ORLY
$72B
| $2.06M | 0.5% |
22,370
+577
|
|
||
38
Medtronic
MDT
$94.8B
| $2.06M | 0.5% |
23,813
+7,234
|
|
||
39
UBS Group
UBS
$154B
| $2.05M | 0.5% |
52,568
-2,036
|
|
||
40
Equinix
EQIX
$105B
| $2.03M | 0.49% |
2,068
+88
|
|
||
41
HDFC Bank
HDB
$122B
| $1.98M | 0.48% |
79,571
+18,044
|
|
||
42
Philips
PHG
$25.1B
| $1.97M | 0.48% |
71,777
+824
|
|
||
43
Eli Lilly
LLY
$985B
| $1.94M | 0.47% |
2,110
-17
|
|
||
44
Visa
V
$621B
| $1.93M | 0.47% |
6,376
+179
|
|
||
45
Blackrock
BLK
$163B
| $1.89M | 0.46% |
1,965
+151
|
|
||
46
TotalEnergies
TTE
$194B
| $1.88M | 0.46% |
+20,656
|
|
||
47
Palo Alto Networks
PANW
$228B
| $1.85M | 0.45% |
11,553
+270
|
|
||
48
ICICI Bank
IBN
$94B
| $1.85M | 0.45% |
71,503
-1,308
|
|
||
49
Caterpillar
CAT
$403B
| $1.83M | 0.45% |
2,589
+11
|
|
||
50
Yum China
YUMC
$14.9B
| $1.75M | 0.43% |
35,965
-10,425
|
|