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 | |
|---|---|---|---|---|---|---|
|
B
76
Barrick Mining
B
$83.8B
| $1.38M | 0.34% |
31,703
-4,177
|
|
||
77
HP
HPQ
$18.9B
| $1.38M | 0.34% |
61,914
+3,560
|
|
||
78
Federal Signal
FSS
$7.11B
| $1.37M | 0.34% |
12,649
+558
|
|
||
79
Toyota
TM
$303B
| $1.36M | 0.34% |
6,370
-891
|
|
||
80
iShares Russell 1000 ETF
IWB
$46.8B
| $1.34M | 0.33% |
+3,601
|
|
||
|
EMBJ
81
Embraer S.A. ADS
EMBJ
$13.4B
| $1.34M | 0.33% |
20,774
-1,204
|
|
||
82
Synopsys
SNPS
$97.2B
| $1.32M | 0.32% |
2,804
-232
|
|
||
83
Honda
HMC
$40.4B
| $1.3M | 0.32% |
43,993
-1,540
|
|
||
84
Evercore
EVR
$14.8B
| $1.29M | 0.32% |
3,806
-7
|
|
||
85
Palantir
PLTR
$422B
| $1.27M | 0.31% |
7,160
+133
|
|
||
86
Schwab International Equity ETF
SCHF
$57.6B
| $1.26M | 0.31% |
+52,524
|
|
||
87
American Tower
AMT
$85B
| $1.26M | 0.31% |
7,173
-743
|
|
||
88
Ross Stores
ROST
$62.7B
| $1.26M | 0.31% |
6,989
+2,042
|
|
||
89
CrowdStrike
CRWD
$115B
| $1.25M | 0.31% |
2,672
-5
|
|
||
90
Celestica
CLS
$36.1B
| $1.23M | 0.3% |
4,145
-529
|
|
||
91
Sociedad Química y Minera de Chile
SQM
$22.7B
| $1.22M | 0.3% |
17,708
-1,720
|
|
||
92
Boeing
BA
$194B
| $1.22M | 0.3% |
5,596
+208
|
|
||
93
NatWest
NWG
$68.5B
| $1.21M | 0.3% |
69,417
-5,736
|
|
||
94
Charles Schwab
SCHW
$183B
| $1.21M | 0.3% |
12,065
+222
|
|
||
95
Autodesk
ADSK
$55.6B
| $1.2M | 0.3% |
4,059
+27
|
|
||
96
S&P Global
SPGI
$165B
| $1.15M | 0.28% |
2,203
+97
|
|
||
97
IBM
IBM
$279B
| $1.15M | 0.28% |
3,875
-62
|
|
||
98
Bank of New York Mellon
BK
$85.3B
| $1.14M | 0.28% |
9,853
-397
|
|
||
99
iShares Core MSCI Emerging Markets ETF
IEMG
$129B
| $1.14M | 0.28% |
16,993
+11,425
|
|
||
100
Barclays
BCS
$89.5B
| $1.12M | 0.28% |
44,019
-4,279
|
|