LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$407M
1-Year Est. Return
21.3%
1 Year Est. Return
+21.3%
AUM
$412M
AUM Growth
+$18M
(+4.6%)
Holding
378
Top Buys
| 1 | +$2.26M | |
| 2 | +$1.5M | |
| 3 | +$1.34M | |
| 4 |
Colgate-Palmolive
CL
|
+$1.33M |
| 5 |
CrowdStrike
CRWD
|
+$1.31M |
Top Sells
| 1 | +$2.06M | |
| 2 | +$1.73M | |
| 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 | |
|---|---|---|---|---|---|---|
101
Arista Networks
ANET
$164B
| $1.11M | 0.27% |
+7,635
|
|
||
102
IBM
IBM
$279B
| $1.11M | 0.27% |
3,937
-1,689
|
|
||
103
Enpro
NPO
$5.09B
| $1.1M | 0.27% |
4,889
-754
|
|
||
104
Victory Capital Holdings
VCTR
$4.36B
| $1.09M | 0.27% |
16,849
-1,817
|
|
||
105
Banco Santander
SAN
$178B
| $1.09M | 0.26% |
103,615
-125
|
|
||
106
NatWest
NWG
$68.5B
| $1.06M | 0.26% |
75,153
-1,445
|
|
||
107
Shopify
SHOP
$206B
| $1.05M | 0.25% |
7,059
-293
|
|
||
108
S&P Global
SPGI
$165B
| $1.03M | 0.25% |
2,106
+554
|
|
||
109
Tetra Tech
TTEK
$9.71B
| $1.01M | 0.25% |
30,270
-443
|
|
||
110
T-Mobile US
TMUS
$213B
| $1.01M | 0.24% |
4,202
-528
|
|
||
111
Mine Safety
MSA
$7.17B
| $1.01M | 0.24% |
5,844
-48
|
|
||
112
Barclays
BCS
$89.5B
| $998K | 0.24% |
48,298
-997
|
|
||
113
ING
ING
$83.8B
| $998K | 0.24% |
38,275
-414
|
|
||
114
RTX Corp
RTX
$268B
| $995K | 0.24% |
5,945
-86
|
|
||
115
Tapestry
TPR
$27.2B
| $991K | 0.24% |
8,755
+958
|
|
||
116
Encompass Health
EHC
$10.3B
| $980K | 0.24% |
7,717
+193
|
|
||
117
Welltower
WELL
$129B
| $970K | 0.24% |
5,443
+670
|
|
||
118
Credicorp
BAP
$25.3B
| $964K | 0.23% |
3,621
-96
|
|
||
119
Cisco
CSCO
$297B
| $959K | 0.23% |
14,021
-22,845
|
|
||
120
Texas Roadhouse
TXRH
$12.8B
| $958K | 0.23% |
5,766
+190
|
|
||
121
argenx
ARGX
$50.3B
| $954K | 0.23% |
1,293
-15
|
|
||
122
CRH
CRH
$82B
| $939K | 0.23% |
7,835
-85
|
|
||
123
CAE Inc
CAE
$10.7B
| $934K | 0.23% |
31,506
-356
|
|
||
124
Chesapeake Utilities
CPK
$2.98B
| $933K | 0.23% |
6,924
+33
|
|
||
125
Sherwin-Williams
SHW
$88.3B
| $932K | 0.23% |
2,693
+893
|
|