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 | |
|---|---|---|---|---|---|---|
|
CYBR
376
DELISTED
CyberArk
CYBR
| – | – |
-804
|
|
||
377
Descartes Systems
DSGX
$5.5B
| – | – |
-3,506
|
|
||
378
GoDaddy
GDDY
$10.6B
| – | – |
-1,868
|
|
||
379
Innospec
IOSP
$1.9B
| – | – |
-4,063
|
|
||
380
Knife River
KNF
$4.85B
| – | – |
-2,842
|
|
||
381
LivePerson
LPSN
$34M
| – | – |
-668
|
|
||
382
Stride
LRN
$3.8B
| – | – |
-2,593
|
|
||
383
MDU Resources
MDU
$4.57B
| – | – |
-11,371
|
|
||
384
Meritage Homes
MTH
$4.44B
| – | – |
-3,055
|
|
||
385
Realty Income
O
$59.1B
| – | – |
-3,489
|
|
||
386
Sprouts Farmers Market
SFM
$7.13B
| – | – |
-2,396
|
|
||
387
Toast
TOST
$15.1B
| – | – |
-6,308
|
|
||
388
Towne Bank
TOWN
$3.32B
| – | – |
-5,884
|
|