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
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.5M
3
+$1.34M
4
CL icon
Colgate-Palmolive
CL
+$1.33M
5
CRWD icon
CrowdStrike
CRWD
+$1.31M

Top Sells

1
+$2.06M
2
+$1.73M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
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
DHI icon
326
D.R. Horton
DHI
$46B
$268K 0.07%
+1,583
HALO icon
327
Halozyme
HALO
$8.01B
$266K 0.06%
3,630
-1,325
SFM icon
328
Sprouts Farmers Market
SFM
$8.36B
$261K 0.06%
2,396
-38
GDDY icon
329
GoDaddy
GDDY
$17.3B
$256K 0.06%
1,868
+47
CAVA icon
330
CAVA Group
CAVA
$5.92B
$253K 0.06%
4,181
+643
BAH icon
331
Booz Allen Hamilton
BAH
$10B
$249K 0.06%
2,491
+88
VONV icon
332
Vanguard Russell 1000 Value ETF
VONV
$14.7B
$244K 0.06%
2,728
ELS icon
333
Equity Lifestyle Properties
ELS
$12.1B
$244K 0.06%
4,016
+49
ECG
334
Everus Construction Group
ECG
$4.63B
$244K 0.06%
+2,842
VEA icon
335
Vanguard FTSE Developed Markets ETF
VEA
$184B
$237K 0.06%
3,949
JBTM
336
JBT Marel
JBTM
$7.28B
$237K 0.06%
+1,684
VC icon
337
Visteon
VC
$2.78B
$236K 0.06%
+1,966
BBY icon
338
Best Buy
BBY
$16.2B
$234K 0.06%
+3,098
CRDO icon
339
Credo Technology Group
CRDO
$29.6B
$232K 0.06%
+1,594
UFPI icon
340
UFP Industries
UFPI
$5.39B
$231K 0.06%
2,472
-792
TOST icon
341
Toast
TOST
$20.2B
$230K 0.06%
+6,308
BJ icon
342
BJs Wholesale Club
BJ
$11.6B
$227K 0.06%
2,430
+36
MTH icon
343
Meritage Homes
MTH
$5.14B
$221K 0.05%
3,055
-27
KNF icon
344
Knife River
KNF
$4.18B
$218K 0.05%
2,842
CWK icon
345
Cushman & Wakefield Ltd.
CWK
$3.85B
$217K 0.05%
13,662
-2,623
RNST icon
346
Renasant Corp
RNST
$3.42B
$215K 0.05%
5,830
+144
ONB icon
347
Old National Bancorp
ONB
$8.55B
$214K 0.05%
9,745
+29
O icon
348
Realty Income
O
$52.8B
$212K 0.05%
+3,489
ELMD icon
349
Electromed
ELMD
$229M
$210K 0.05%
+8,550
MAA icon
350
Mid-America Apartment Communities
MAA
$15.8B
$208K 0.05%
1,487
+15
12 13
14
15 16