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 | |
|---|---|---|---|---|---|---|
101
Tapestry
TPR
$29.4B
| $1.11M | 0.27% |
7,880
-12
|
|
||
102
Texas Roadhouse
TXRH
$11.9B
| $1.11M | 0.27% |
6,733
+282
|
|
||
103
RB Global
RBA
$19.8B
| $1.11M | 0.27% |
11,588
+4,094
|
|
||
104
Prologis
PLD
$134B
| $1.11M | 0.27% |
8,394
+200
|
|
||
105
Evercore
EVR
$13.2B
| $1.1M | 0.27% |
3,671
-135
|
|
||
106
BWX Technologies
BWXT
$17.9B
| $1.09M | 0.27% |
5,353
+9
|
|
||
107
RTX Corp
RTX
$242B
| $1.08M | 0.26% |
5,610
-101
|
|
||
108
CrowdStrike
CRWD
$186B
| $1.08M | 0.26% |
2,766
+94
|
|
||
109
Chevron
CVX
$363B
| $1.08M | 0.26% |
5,202
-1
|
|
||
110
Cisco
CSCO
$475B
| $1.07M | 0.26% |
13,834
-121
|
|
||
111
Palantir
PLTR
$375B
| $1.07M | 0.26% |
7,301
+141
|
|
||
112
Mine Safety
MSA
$6.4B
| $1.07M | 0.26% |
6,505
-86
|
|
||
113
KB Financial Group
KB
$36B
| $1.06M | 0.26% |
10,609
+2,482
|
|
||
114
Grupo Cibest SA
CIB
$16.3B
| $1.05M | 0.25% |
14,387
-866
|
|
||
115
Genmab
GMAB
$16.2B
| $1.04M | 0.25% |
38,680
+16,652
|
|
||
116
Gilead Sciences
GILD
$167B
| $1.04M | 0.25% |
7,445
+65
|
|
||
|
SW
117
Smurfit Westrock
SW
$21.6B
| $1.02M | 0.25% |
25,511
+15,925
|
|
||
118
NatWest
NWG
$63.9B
| $1.01M | 0.25% |
67,853
-1,564
|
|
||
119
T-Mobile US
TMUS
$203B
| $1.01M | 0.24% |
4,788
+341
|
|
||
120
Tetra Tech
TTEK
$7.13B
| $996K | 0.24% |
33,060
+3,675
|
|
||
121
Welltower
WELL
$145B
| $986K | 0.24% |
4,985
+151
|
|
||
122
Cadence Design Systems
CDNS
$103B
| $984K | 0.24% |
3,542
+188
|
|
||
123
Autodesk
ADSK
$48.8B
| $984K | 0.24% |
4,111
+52
|
|
||
124
Telefônica Brasil
VIV
$21B
| $984K | 0.24% |
61,819
-385
|
|
||
125
Arista Networks
ANET
$201B
| $980K | 0.24% |
7,982
+119
|
|