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 | |
|---|---|---|---|---|---|---|
51
3M
MMM
$79.6B
| $1.74M | 0.42% |
11,953
+1,070
|
|
||
52
abrdn Physical Silver Shares ETF
SIVR
$5.44B
| $1.73M | 0.42% |
24,189
-4,769
|
|
||
53
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $1.69M | 0.41% |
20,515
+919
|
|
||
54
Chubb
CB
$127B
| $1.64M | 0.4% |
5,043
-5,010
|
|
||
55
TE Connectivity
TEL
$68.9B
| $1.63M | 0.4% |
7,785
+44
|
|
||
56
Vanguard Short-Term Treasury ETF
VGSH
$29B
| $1.62M | 0.39% |
27,659
+3,151
|
|
||
57
TJX Companies
TJX
$177B
| $1.62M | 0.39% |
10,129
+21
|
|
||
58
Mizuho Financial
MFG
$106B
| $1.59M | 0.39% |
200,203
-1,021
|
|
||
59
Booking.com
BKNG
$148B
| $1.57M | 0.38% |
9,300
+450
|
|
||
60
Waste Connections
WCN
$41.2B
| $1.54M | 0.38% |
9,496
+1,610
|
|
||
61
HP
HPQ
$17.8B
| $1.54M | 0.38% |
80,293
+18,379
|
|
||
62
Vanguard Long-Term Treasury ETF
VGLT
$10B
| $1.53M | 0.37% |
27,728
+1,676
|
|
||
63
Honda
HMC
$31.8B
| $1.52M | 0.37% |
62,484
+18,491
|
|
||
64
Equinor
EQNR
$93.9B
| $1.52M | 0.37% |
35,922
+13,523
|
|
||
65
Automatic Data Processing
ADP
$80B
| $1.51M | 0.37% |
7,422
+1,435
|
|
||
66
Intercontinental Exchange
ICE
$93.1B
| $1.48M | 0.36% |
9,423
+428
|
|
||
67
Toyota
TM
$278B
| $1.45M | 0.35% |
7,050
+680
|
|
||
68
Simon Property Group
SPG
$65.8B
| $1.44M | 0.35% |
7,701
-334
|
|
||
69
Ross Stores
ROST
$72.1B
| $1.44M | 0.35% |
6,630
-359
|
|
||
70
McDonald's
MCD
$217B
| $1.43M | 0.35% |
4,605
+53
|
|
||
71
Synopsys
SNPS
$84.9B
| $1.42M | 0.34% |
3,572
+768
|
|
||
72
Boston Scientific
BSX
$96.3B
| $1.39M | 0.34% |
22,111
+1,310
|
|
||
73
ServiceNow
NOW
$101B
| $1.37M | 0.33% |
13,149
+1,539
|
|
||
74
Adobe
ADBE
$100B
| $1.37M | 0.33% |
5,644
+795
|
|
||
75
Federal Signal
FSS
$6.92B
| $1.35M | 0.33% |
12,512
-137
|
|