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 | |
|---|---|---|---|---|---|---|
126
New York Times
NYT
$12.2B
| $970K | 0.24% |
11,580
-1,832
|
|
||
127
EOG Resources
EOG
$71B
| $969K | 0.24% |
6,706
+186
|
|
||
128
Coca-Cola
KO
$340B
| $967K | 0.24% |
12,718
+28
|
|
||
129
ConocoPhillips
COP
$139B
| $956K | 0.23% |
7,241
+116
|
|
||
130
S&P Global
SPGI
$126B
| $955K | 0.23% |
2,246
+43
|
|
||
131
HSBC
HSBC
$321B
| $942K | 0.23% |
11,421
-122
|
|
||
132
IBM
IBM
$280B
| $928K | 0.23% |
3,830
-45
|
|
||
133
Amgen
AMGN
$182B
| $926K | 0.23% |
2,631
-9
|
|
||
134
Lockheed Martin
LMT
$122B
| $922K | 0.22% |
1,526
-6
|
|
||
135
Progressive
PGR
$111B
| $922K | 0.22% |
4,650
+64
|
|
||
136
Chemed
CHE
$5.66B
| $918K | 0.22% |
2,430
+117
|
|
||
137
NextEra Energy
NEE
$181B
| $898K | 0.22% |
9,665
+42
|
|
||
138
argenx
ARGX
$52B
| $897K | 0.22% |
1,229
+7
|
|
||
139
Sherwin-Williams
SHW
$74.9B
| $893K | 0.22% |
2,786
+59
|
|
||
140
Barclays
BCS
$83.1B
| $888K | 0.22% |
41,977
-2,042
|
|
||
141
Duke Energy
DUK
$95.7B
| $878K | 0.21% |
6,708
+31
|
|
||
142
Lloyds Banking Group
LYG
$79.5B
| $875K | 0.21% |
174,017
-1,593
|
|
||
143
PNC Financial Services
PNC
$88.8B
| $866K | 0.21% |
4,162
-11
|
|
||
144
Terreno Realty
TRNO
$6.94B
| $861K | 0.21% |
14,011
-55
|
|
||
145
Royal Bank of Canada
RY
$263B
| $860K | 0.21% |
5,316
-40
|
|
||
146
Itaú Unibanco
ITUB
$86.9B
| $854K | 0.21% |
101,939
-1,483
|
|
||
147
Chesapeake Utilities
CPK
$2.96B
| $854K | 0.21% |
6,756
-119
|
|
||
148
Petrobras
PBR
$121B
| $852K | 0.21% |
41,045
+511
|
|
||
149
CSX Corp
CSX
$84.1B
| $851K | 0.21% |
20,742
+61
|
|
||
150
Southern Company
SO
$104B
| $850K | 0.21% |
8,808
+25
|
|