LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$407M
1-Year Est. Return
21.3%
This Fund
S&P 500
1 Year Est. Return
+21.3%
AUM
$407M
AUM Growth
-$4.45M
(-1.1%)
Holding
388
Top Buys
| 1 | +$1.33M | |
| 2 | +$1.25M | |
| 3 | +$904K | |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$899K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$767K |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.61M | |
| 3 | +$1.26M | |
| 4 |
ASE Group
ASX
|
+$1.11M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$866K |
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
Descartes Systems
DSGX
$5.79B
| – | – |
-3,506
|
|
||
377
GoDaddy
GDDY
$11.9B
| – | – |
-1,868
|
|
||
378
Innospec
IOSP
$1.91B
| – | – |
-4,063
|
|
||
379
Knife River
KNF
$5.03B
| – | – |
-2,842
|
|
||
380
Towne Bank
TOWN
$3.19B
| – | – |
-5,884
|
|
||
381
Thomson Reuters
TRI
$44.3B
| – | – |
-10,371
|
|
||
382
TotalEnergies
TTE
$172B
| – | – |
-21,104
|
|
||
383
UFP Industries
UFPI
$5.9B
| – | – |
-2,472
|
|
||
384
Visteon
VC
$2.6B
| – | – |
-1,966
|
|
||
385
Valvoline
VVV
$4.88B
| – | – |
-5,584
|
|
||
|
NEUE
386
DELISTED
NeueHealth
NEUE
| – | – |
-29,906
|
|
||
|
ECG
387
Everus Construction Group
ECG
$6.09B
| – | – |
-2,842
|
|
||
|
JBTM
388
JBT Marel
JBTM
$8.02B
| – | – |
-1,684
|
|