Portfolio (Quarterly)
Guide ↗
Legacy Wealth Asset Management, LLC
· CIK 0001846151| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | Industrials | 136,924 | $2.9M | 0.70% | SOLD |
| 2 | IWB | ISHARES TR | — | 3,601 | $1.3M | 0.33% | SOLD |
| 3 | SCHF | SCHWAB STRATEGIC TR | — | 52,524 | $1.3M | 0.31% | SOLD |
| 4 | IWS | ISHARES TR | — | 6,430 | $907K | 0.22% | SOLD |
| 5 | STE | STERIS PLC | Healthcare | 2,870 | $728K | 0.18% | SOLD |
| 6 | TT | TRANE TECHNOLOGIES PLC | Industrials | 1,794 | $698K | 0.17% | SOLD |
| 7 | GIB | CGI INC | Technology | 5,655 | $522K | 0.13% | SOLD |
| 8 | TEAM | ATLASSIAN CORPORATION | Technology | 3,145 | $510K | 0.12% | SOLD |
| 9 | UTZ | UTZ BRANDS INC | Consumer Defensive | 42,384 | $440K | 0.11% | SOLD |
| 10 | IWR | ISHARES TR | — | 4,474 | $431K | 0.11% | SOLD |
| 11 | AVTR | AVANTOR INC | Healthcare | 37,081 | $425K | 0.10% | SOLD |
| 12 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 4,666 | $420K | 0.10% | SOLD |
| 13 | KNSL | KINSALE CAP GROUP INC | Financial Services | 899 | $352K | 0.09% | SOLD |
| 14 | SNA | SNAP ON INC | Industrials | 998 | $344K | 0.08% | SOLD |
| 15 | VBK | VANGUARD INDEX FDS | — | 1,129 | $341K | 0.08% | SOLD |
| 16 | PSTG | PURE STORAGE INC | Technology | 4,902 | $328K | 0.08% | SOLD |
| 17 | GRMN | GARMIN LTD | Technology | 1,579 | $320K | 0.08% | SOLD |
| 18 | WIX | WIX COM LTD | Technology | 2,944 | $306K | 0.07% | SOLD |
| 19 | — | JAMES HARDIE INDS PLC | — | 14,512 | $301K | 0.07% | SOLD |
| 20 | OLED | UNIVERSAL DISPLAY CORP | Technology | 2,365 | $276K | 0.07% | SOLD |
Sector Allocation
Financial Services
24.7%
Technology
24.3%
Industrials
12.0%
Healthcare
9.9%
Consumer Cyclical
8.3%
Basic Materials
4.9%
Real Estate
4.5%
Energy
4.2%
Consumer Defensive
3.2%
Communication Services
2.2%