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 | |
|---|---|---|---|---|---|---|
76
ENI
E
$76.6B
| $1.35M | 0.33% |
23,861
+3,317
|
|
||
77
Sociedad Química y Minera de Chile
SQM
$24.5B
| $1.35M | 0.33% |
16,655
-1,053
|
|
||
78
Intuitive Surgical
ISRG
$150B
| $1.35M | 0.33% |
2,923
+2
|
|
||
79
Encompass Health
EHC
$10.5B
| $1.35M | 0.33% |
13,912
+4,535
|
|
||
80
American Tower
AMT
$87.1B
| $1.34M | 0.33% |
7,790
+617
|
|
||
81
Kanzhun
BZ
$6.13B
| $1.34M | 0.33% |
99,945
+4,881
|
|
||
82
American Healthcare REIT
AHR
$10.1B
| $1.34M | 0.33% |
28,362
+8,859
|
|
||
83
Amphenol
APH
$183B
| $1.32M | 0.32% |
10,485
+27
|
|
||
84
SLB Ltd
SLB
$81.6B
| $1.28M | 0.31% |
24,878
+107
|
|
||
85
Littelfuse
LFUS
$11.8B
| $1.23M | 0.3% |
3,615
+499
|
|
||
|
B
86
Barrick Mining
B
$71.3B
| $1.21M | 0.29% |
29,682
-2,021
|
|
||
87
Enpro
NPO
$6.49B
| $1.21M | 0.29% |
4,808
-84
|
|
||
88
Exxon Mobil
XOM
$602B
| $1.2M | 0.29% |
7,084
+15
|
|
||
|
EMBJ
89
Embraer S.A. ADS
EMBJ
$10.3B
| $1.19M | 0.29% |
20,086
-688
|
|
||
90
STMicroelectronics
STM
$61.6B
| $1.19M | 0.29% |
34,446
+15,798
|
|
||
91
ArcelorMittal
MT
$52.8B
| $1.17M | 0.28% |
22,489
-1,051
|
|
||
|
BNY
92
Bank of New York Mellon
BNY
$95.7B
| $1.15M | 0.28% |
9,697
-156
|
|
||
93
Credicorp
BAP
$27.2B
| $1.15M | 0.28% |
3,391
-92
|
|
||
94
Ericsson
ERIC
$43.4B
| $1.15M | 0.28% |
101,977
+17,669
|
|
||
95
Shinhan Financial Group
SHG
$29.7B
| $1.15M | 0.28% |
18,708
+758
|
|
||
96
Charles Schwab
SCHW
$152B
| $1.14M | 0.28% |
12,181
+116
|
|
||
97
Victory Capital Holdings
VCTR
$5.29B
| $1.14M | 0.28% |
17,475
-197
|
|
||
98
Celestica
CLS
$44.3B
| $1.13M | 0.27% |
3,996
-149
|
|
||
99
ING
ING
$88.7B
| $1.12M | 0.27% |
43,139
+5,343
|
|
||
100
Boeing
BA
$182B
| $1.12M | 0.27% |
5,610
+14
|
|