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 | |
|---|---|---|---|---|---|---|
101
Victory Capital Holdings
VCTR
$4.36B
| $1.11M | 0.27% |
17,672
+823
|
|
||
102
Shopify
SHOP
$206B
| $1.08M | 0.26% |
6,691
-368
|
|
||
103
Cisco
CSCO
$297B
| $1.07M | 0.26% |
13,955
-66
|
|
||
104
ArcelorMittal
MT
$36.8B
| $1.07M | 0.26% |
23,540
-1,238
|
|
||
105
Texas Roadhouse
TXRH
$12.8B
| $1.07M | 0.26% |
6,451
+685
|
|
||
106
ING
ING
$83.8B
| $1.06M | 0.26% |
37,796
-479
|
|
||
107
Mine Safety
MSA
$7.17B
| $1.06M | 0.26% |
6,591
+747
|
|
||
108
Cadence Design Systems
CDNS
$87.3B
| $1.05M | 0.26% |
3,354
+46
|
|
||
109
Enpro
NPO
$5.09B
| $1.05M | 0.26% |
4,892
+3
|
|
||
110
RTX Corp
RTX
$268B
| $1.05M | 0.26% |
5,711
-234
|
|
||
111
Prologis
PLD
$123B
| $1.05M | 0.26% |
8,194
+2,516
|
|
||
112
Progressive
PGR
$119B
| $1.04M | 0.26% |
4,586
+29
|
|
||
113
Fair Isaac
FICO
$37.5B
| $1.04M | 0.26% |
616
+74
|
|
||
114
Arista Networks
ANET
$164B
| $1.03M | 0.25% |
7,863
+228
|
|
||
115
argenx
ARGX
$50.3B
| $1.03M | 0.25% |
1,222
-71
|
|
||
116
Tapestry
TPR
$27.2B
| $1.01M | 0.25% |
7,892
-863
|
|
||
117
Credicorp
BAP
$25.3B
| $1,000K | 0.25% |
3,483
-138
|
|
||
118
Encompass Health
EHC
$10.3B
| $995K | 0.24% |
9,377
+1,660
|
|
||
119
Chemed
CHE
$6.48B
| $990K | 0.24% |
2,313
-235
|
|
||
120
Tetra Tech
TTEK
$9.71B
| $986K | 0.24% |
29,385
-885
|
|
||
121
Grupo Cibest SA
CIB
$17.6B
| $970K | 0.24% |
15,253
-807
|
|
||
122
Shinhan Financial Group
SHG
$26.1B
| $963K | 0.24% |
17,950
+23
|
|
||
123
SLB Ltd
SLB
$69.6B
| $951K | 0.23% |
24,771
-61
|
|
||
124
CAE Inc
CAE
$10.7B
| $939K | 0.23% |
30,859
-647
|
|
||
125
CRH
CRH
$82B
| $935K | 0.23% |
7,492
-343
|
|