LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$407M
1-Year Est. Return
21.3%
1 Year Est. Return
+21.3%
AUM
$407M
AUM Growth
-$4.45M
(-1.1%)
Holding
388
Top Buys
| 1 | +$1.34M | |
| 2 | +$1.26M | |
| 3 | +$918K | |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$907K |
| 5 |
Sumitomo Mitsui Financial
SMFG
|
+$790K |
Top Sells
| 1 | +$2.39M | |
| 2 | +$1.61M | |
| 3 | +$1.26M | |
| 4 |
ASE Group
ASX
|
+$1.26M |
| 5 |
Tesla
TSLA
|
+$838K |
Sector Composition
| 1 | Technology | 19.94% |
| 2 | Financials | 14.37% |
| 3 | Industrials | 9.98% |
| 4 | Healthcare | 8.23% |
| 5 | Consumer Discretionary | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Sprouts Farmers Market
SFM
$7.94B
| – | – |
-2,396
|
|
||
377
Realty Income
O
$55.7B
| – | – |
-3,489
|
|
||
378
Meritage Homes
MTH
$5.51B
| – | – |
-3,055
|
|
||
379
MDU Resources
MDU
$4.2B
| – | – |
-11,371
|
|
||
380
Stride
LRN
$3.06B
| – | – |
-2,593
|
|
||
381
LivePerson
LPSN
$38.2M
| – | – |
-668
|
|
||
382
Knife River
KNF
$4.55B
| – | – |
-2,842
|
|
||
383
Innospec
IOSP
$2.03B
| – | – |
-4,063
|
|
||
384
GoDaddy
GDDY
$14.5B
| – | – |
-1,868
|
|
||
385
Descartes Systems
DSGX
$7.62B
| – | – |
-3,506
|
|
||
386
CyberArk
CYBR
$22.9B
| – | – |
-804
|
|
||
387
CAVA Group
CAVA
$8.35B
| – | – |
-4,181
|
|
||
388
Booz Allen Hamilton
BAH
$11.8B
| – | – |
-2,491
|
|