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
$411M
AUM Growth
+$3.92M
(+0.96%)
Holding
403
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.03M | |
| 3 | +$1M | |
| 4 |
Full Truck Alliance
YMM
|
+$733K |
| 5 |
Seagate
STX
|
+$710K |
Top Sells
| 1 | +$2.86M | |
| 2 | +$1.63M | |
| 3 | +$1.61M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$1.34M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.26M |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Financials | 13.66% |
| 3 | Industrials | 9.7% |
| 4 | Healthcare | 8.04% |
| 5 | Consumer Discretionary | 7.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Zimmer Biomet
ZBH
$15.9B
| – | – |
-4,666
|
|
||
402
ZTO Express
ZTO
$16.9B
| – | – |
-136,924
|
|
||
403
Avantor
AVTR
$6.23B
| – | – |
-37,081
|
|