LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$412M
1-Year Est. Return
22.49%
1 Year Est. Return
+22.49%
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 | |
|---|---|---|---|---|---|---|
376
SBA Communications
SBAC
$20.1B
| – | – |
-8,786
|
|
||
377
United Parcel Service
UPS
$80.8B
| – | – |
-3,924
|
|
||
378
US Foods
USFD
$17.3B
| – | – |
-4,295
|
|