LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$412M
1-Year Est. Return
22.49%
1 Year Est. Return
+22.49%
AUM
$393M
AUM Growth
+$31.6M
(+8.7%)
Holding
363
Top Buys
| 1 | +$5.92M | |
| 2 | +$5.77M | |
| 3 | +$3.03M | |
| 4 |
Kanzhun
BZ
|
+$2.61M |
| 5 |
ASML
ASML
|
+$1.84M |
Top Sells
| 1 | +$6.32M | |
| 2 | +$5.09M | |
| 3 | +$2.22M | |
| 4 |
Banco Santander
SAN
|
+$1.02M |
| 5 |
Mitsubishi UFJ Financial
MUFG
|
+$1.02M |
Sector Composition
| 1 | Technology | 17.93% |
| 2 | Financials | 13.19% |
| 3 | Industrials | 10.22% |
| 4 | Healthcare | 9.21% |
| 5 | Consumer Discretionary | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Honda
HMC
$38.1B
| $1.31M | 0.33% |
45,390
-24,755
|
|
||
77
Banco Bilbao Vizcaya Argentaria
BBVA
$120B
| $1.3M | 0.33% |
84,753
-53,818
|
|
||
|
EMBJ
78
Embraer S.A. ADS
EMBJ
$12B
| $1.29M | 0.33% |
22,674
-3,394
|
|
||
79
Lam Research
LRCX
$208B
| $1.29M | 0.33% |
13,242
-1
|
|
||
80
TotalEnergies
TTE
$134B
| $1.28M | 0.33% |
20,895
-12,357
|
|
||
81
Evercore
EVR
$12B
| $1.27M | 0.32% |
4,690
+170
|
|
||
82
Coca-Cola
KO
$300B
| $1.26M | 0.32% |
17,817
-29
|
|
||
83
Toyota
TM
$264B
| $1.24M | 0.32% |
7,212
-3,684
|
|
||
84
Victory Capital Holdings
VCTR
$4.11B
| $1.19M | 0.3% |
18,666
-1,543
|
|
||
85
Chemed
CHE
$6.06B
| $1.18M | 0.3% |
2,431
+37
|
|
||
86
Marsh & McLennan
MMC
$87.1B
| $1.16M | 0.3% |
5,311
+19
|
|
||
87
BWX Technologies
BWXT
$17.8B
| $1.16M | 0.29% |
8,036
-119
|
|
||
88
Aon
AON
$74.1B
| $1.16M | 0.29% |
3,242
+33
|
|
||
89
DuPont de Nemours
DD
$16.7B
| $1.16M | 0.29% |
16,858
+470
|
|
||
90
Boeing
BA
$148B
| $1.15M | 0.29% |
5,479
-23
|
|
||
91
T-Mobile US
TMUS
$229B
| $1.13M | 0.29% |
4,730
-19
|
|
||
92
Crown Castle
CCI
$39.5B
| $1.12M | 0.28% |
10,878
+30
|
|
||
93
Tetra Tech
TTEK
$8.3B
| $1.1M | 0.28% |
30,713
+391
|
|
||
94
Micron Technology
MU
$287B
| $1.09M | 0.28% |
8,817
+82
|
|
||
95
NatWest
NWG
$64.6B
| $1.08M | 0.28% |
76,598
-8,918
|
|
||
96
Enpro
NPO
$4.49B
| $1.08M | 0.27% |
5,643
+16
|
|
||
97
AptarGroup
ATR
$7.49B
| $1.07M | 0.27% |
6,811
+500
|
|
||
98
Caterpillar
CAT
$266B
| $1.05M | 0.27% |
2,715
-40
|
|
||
99
Texas Roadhouse
TXRH
$10.7B
| $1.04M | 0.27% |
5,576
+8
|
|
||
100
abrdn Physical Silver Shares ETF
SIVR
$3.18B
| $1.03M | 0.26% |
29,980
+1,862
|
|