LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $412M
1-Year Est. Return 22.49%
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$316K 0.16%
+6,200
227
$311K 0.16%
+3,331
228
$307K 0.15%
+5,823
229
$304K 0.15%
+1,300
230
$303K 0.15%
+2,292
231
$295K 0.15%
+8,763
232
$294K 0.15%
+2,416
233
$290K 0.15%
+4,668
234
$290K 0.15%
+2,576
235
$288K 0.15%
+1,103
236
$288K 0.15%
+3,947
237
$286K 0.14%
+4,620
238
$285K 0.14%
+3,743
239
$284K 0.14%
+2,443
240
$281K 0.14%
+2,560
241
$279K 0.14%
+3,811
242
$279K 0.14%
+3,854
243
$275K 0.14%
+9,270
244
$272K 0.14%
+960
245
$270K 0.14%
+2,734
246
$270K 0.14%
+4,736
247
$269K 0.14%
+1,833
248
$268K 0.14%
+4,882
249
$265K 0.13%
+2,846
250
$262K 0.13%
+2,964
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