Portfolio (Quarterly)
Guide ↗
Legacy Wealth Asset Management, LLC
· CIK 0001846151| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PRGO | PERRIGO CO PLC | Healthcare | 18,020 | $251K | 0.06% | SOLD |
| 22 | BRO | BROWN & BROWN INC | Financial Services | 3,134 | $250K | 0.06% | SOLD |
| 23 | IWD | ISHARES TR | — | 1,148 | $241K | 0.06% | SOLD |
| 24 | PINS | PINTEREST INC | Communication Services | 9,277 | $240K | 0.06% | SOLD |
| 25 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 1,620 | $233K | 0.06% | SOLD |
| 26 | DT | DYNATRACE INC | Technology | 5,361 | $232K | 0.06% | SOLD |
| 27 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 1,612 | $224K | 0.06% | SOLD |
| 28 | HUBG | HUB GROUP INC | Industrials | 5,062 | $216K | 0.05% | SOLD |
| 29 | BBY | BEST BUY INC | Consumer Cyclical | 3,098 | $207K | 0.05% | 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%