LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $412M
1-Year Est. Return 22.49%
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$5.77M
3 +$3.03M
4
BZ icon
Kanzhun
BZ
+$2.61M
5
ASML icon
ASML
ASML
+$1.84M

Top Sells

1 +$6.32M
2 +$5.09M
3 +$2.22M
4
SAN icon
Banco Santander
SAN
+$1.02M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$1.02M

Sector Composition

1 Technology 17.93%
2 Financials 13.19%
3 Industrials 10.22%
4 Healthcare 9.21%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEMG icon
301
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$334K 0.08%
5,568
PSTG icon
302
Pure Storage
PSTG
$29.9B
$332K 0.08%
5,769
+112
USFD icon
303
US Foods
USFD
$16.2B
$331K 0.08%
4,295
+91
AMH icon
304
American Homes 4 Rent
AMH
$11.7B
$330K 0.08%
9,152
+89
PINS icon
305
Pinterest
PINS
$18.4B
$328K 0.08%
+9,146
GDDY icon
306
GoDaddy
GDDY
$17.6B
$328K 0.08%
1,821
+31
FAST icon
307
Fastenal
FAST
$46.8B
$327K 0.08%
+7,788
UFPI icon
308
UFP Industries
UFPI
$5.34B
$324K 0.08%
3,264
-525
GRMN icon
309
Garmin
GRMN
$38.9B
$322K 0.08%
1,542
+214
DT icon
310
Dynatrace
DT
$14.2B
$321K 0.08%
5,809
+168
NKE icon
311
Nike
NKE
$89.9B
$320K 0.08%
4,510
+85
BIIB icon
312
Biogen
BIIB
$22.6B
$315K 0.08%
2,511
+91
EXR icon
313
Extra Space Storage
EXR
$27.4B
$314K 0.08%
2,127
+22
SNA icon
314
Snap-on
SNA
$17.8B
$305K 0.08%
979
-9
VUG icon
315
Vanguard Growth ETF
VUG
$200B
$304K 0.08%
693
-9
ORCL icon
316
Oracle
ORCL
$688B
$303K 0.08%
+1,387
CAVA icon
317
CAVA Group
CAVA
$5.65B
$298K 0.08%
+3,538
POWI icon
318
Power Integrations
POWI
$1.96B
$292K 0.07%
5,230
-1,764
EFV icon
319
iShares MSCI EAFE Value ETF
EFV
$28B
$292K 0.07%
4,593
EFG icon
320
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$290K 0.07%
2,587
ESS icon
321
Essex Property Trust
ESS
$16.7B
$288K 0.07%
1,015
+12
BLES icon
322
Inspire Global Hope ETF
BLES
$124M
$275K 0.07%
6,777
-155,592
VTR icon
323
Ventas
VTR
$35.6B
$274K 0.07%
4,335
+158
DDOG icon
324
Datadog
DDOG
$69.3B
$272K 0.07%
+2,022
AIT icon
325
Applied Industrial Technologies
AIT
$9.79B
$268K 0.07%
+1,154