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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$341K 0.16%
9,245
-25
227
$340K 0.16%
962
+12
228
$339K 0.16%
1,392
-87
229
$338K 0.16%
5,831
+8
230
$337K 0.16%
5,330
-3,788
231
$331K 0.15%
12,133
-15
232
$331K 0.15%
2,878
-223
233
$330K 0.15%
12,160
-80
234
$328K 0.15%
1,098
-5
235
$328K 0.15%
2,284
-8
236
$325K 0.15%
878
+2
237
$323K 0.15%
2,694
+35
238
$316K 0.15%
+6,897
239
$314K 0.15%
4,925
-2,224
240
$311K 0.14%
8,446
-317
241
$306K 0.14%
1,836
+3
242
$303K 0.14%
2,887
+41
243
$301K 0.14%
871
+2
244
$300K 0.14%
4,668
245
$292K 0.13%
4,883
+1
246
$291K 0.13%
2,082
-49
247
$289K 0.13%
2,496
-64
248
$289K 0.13%
4,620
249
$288K 0.13%
3,521
-4
250
$288K 0.13%
4,858
+122
8 9
10
11 12