LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$407M
1-Year Est. Return
21.3%
This Fund
S&P 500
1 Year Est. Return
+21.3%
AUM
$412M
AUM Growth
+$18M
(+4.6%)
Holding
378
Top Buys
| 1 | +$2.12M | |
| 2 | +$1.72M | |
| 3 | +$1.42M | |
| 4 |
Aon
AON
|
+$1.36M |
| 5 |
Automatic Data Processing
ADP
|
+$1.26M |
Top Sells
| 1 | +$2.06M | |
| 2 | +$1.84M | |
| 3 | +$1.56M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.47M |
| 5 |
Progressive
PGR
|
+$1.31M |
Sector Composition
| 1 | Technology | 20.14% |
| 2 | Financials | 13.67% |
| 3 | Industrials | 10.22% |
| 4 | Healthcare | 8.07% |
| 5 | Consumer Discretionary | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Micron Technology
MU
$464B
| $1.42M | 0.35% |
8,495
-322
|
|
||
77
Honda
HMC
$39.1B
| $1.4M | 0.34% |
45,533
+143
|
|
||
78
Waste Connections
WCN
$44B
| $1.39M | 0.34% |
7,895
+61
|
|
||
79
Toyota
TM
$316B
| $1.39M | 0.34% |
7,261
+49
|
|
||
80
Vanguard Short-Term Treasury ETF
VGSH
$27.2B
| $1.37M | 0.33% |
23,313
+919
|
|
||
81
abrdn Physical Silver Shares ETF
SIVR
$6.83B
| $1.37M | 0.33% |
30,747
+767
|
|
||
82
Tesla
TSLA
$1.51T
| $1.37M | 0.33% |
3,070
+42
|
|
||
83
McDonald's
MCD
$243B
| $1.36M | 0.33% |
4,470
+2,221
|
|
||
|
EMBJ
84
Embraer S.A. ADS
EMBJ
$13B
| $1.33M | 0.32% |
21,978
-696
|
|
||
85
CrowdStrike
CRWD
$93.8B
| $1.31M | 0.32% |
+2,677
|
|
||
86
Amphenol
APH
$180B
| $1.29M | 0.31% |
+10,461
|
|
||
87
Intuitive Surgical
ISRG
$179B
| $1.29M | 0.31% |
2,876
-1,990
|
|
||
88
Evercore
EVR
$11.9B
| $1.29M | 0.31% |
3,813
-877
|
|
||
89
Palantir
PLTR
$328B
| $1.28M | 0.31% |
+7,027
|
|
||
90
Caterpillar
CAT
$346B
| $1.28M | 0.31% |
2,685
-30
|
|
||
91
Autodesk
ADSK
$52.1B
| $1.28M | 0.31% |
4,032
-3,349
|
|
||
92
TotalEnergies
TTE
$171B
| $1.26M | 0.31% |
21,104
+209
|
|
||
|
B
93
Barrick Mining
B
$85B
| $1.18M | 0.29% |
35,880
-1,424
|
|
||
94
Boeing
BA
$179B
| $1.16M | 0.28% |
5,388
-91
|
|
||
95
Cadence Design Systems
CDNS
$82.2B
| $1.16M | 0.28% |
+3,308
|
|
||
96
Celestica
CLS
$31.9B
| $1.15M | 0.28% |
4,674
-201
|
|
||
97
Chemed
CHE
$5.78B
| $1.14M | 0.28% |
2,548
+117
|
|
||
98
Charles Schwab
SCHW
$169B
| $1.13M | 0.27% |
11,843
+2,976
|
|
||
|
99
Progressive
PGR
$125B
| $1.13M | 0.27% |
4,557
-5,317
|
|
||
100
Bank of New York Mellon
BK
$82B
| $1.12M | 0.27% |
10,250
-232
|
|