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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.16%
11,144
-1,016
227
$363K 0.16%
2,697
+3
228
$360K 0.16%
785
-86
229
$345K 0.15%
8,108
-39
230
$334K 0.15%
5,045
+187
231
$334K 0.15%
3,569
-213
232
$333K 0.15%
1,035
-63
233
$333K 0.15%
2,157
-127
234
$333K 0.15%
892
-70
235
$331K 0.15%
5,712
-119
236
$328K 0.15%
8,455
+9
237
$327K 0.15%
912
-42
238
$323K 0.14%
4,620
239
$323K 0.14%
1,728
-108
240
$321K 0.14%
2,779
-108
241
$318K 0.14%
4,056
+82
242
$314K 0.14%
11,677
-456
243
$313K 0.14%
4,668
244
$306K 0.14%
8,169
+91
245
$302K 0.13%
4,767
-158
246
$301K 0.13%
9,221
-1,108
247
$295K 0.13%
5,367
+37
248
$293K 0.13%
3,389
-132
249
$291K 0.13%
7,620
-4,460
250
$291K 0.13%
7,817
+106
8 9
10
11 12