LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$411M
1-Year Est. Return
22.26%
This Fund
S&P 500
1 Year Est. Return
+22.26%
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
Valvoline
VVV
$4.3B
| – | – |
-5,584
|
|
||
|
NEUE
377
DELISTED
NeueHealth
NEUE
| – | – |
-29,906
|
|
||
|
CYBR
378
DELISTED
CyberArk
CYBR
| – | – |
-804
|
|
||
379
Descartes Systems
DSGX
$6.34B
| – | – |
-3,506
|
|
||
380
GoDaddy
GDDY
$11.4B
| – | – |
-1,868
|
|
||
381
Innospec
IOSP
$2.04B
| – | – |
-4,063
|
|
||
382
Knife River
KNF
$4.46B
| – | – |
-2,842
|
|
||
383
LivePerson
LPSN
$27.6M
| – | – |
-668
|
|
||
384
Stride
LRN
$3.93B
| – | – |
-2,593
|
|
||
|
ECG
385
Everus Construction Group
ECG
$7.59B
| – | – |
-2,842
|
|
||
|
JBTM
386
JBT Marel
JBTM
$7B
| – | – |
-1,684
|
|
||
387
Booz Allen Hamilton
BAH
$9.48B
| – | – |
-2,491
|
|
||
388
CAVA Group
CAVA
$9.05B
| – | – |
-4,181
|
|