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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$359K 0.13%
1,489
-420
227
$359K 0.13%
8,590
+252
228
$358K 0.13%
6,041
+291
229
$357K 0.13%
869
+6
230
$353K 0.13%
23,867
+7,850
231
$351K 0.12%
3,195
+4
232
$349K 0.12%
3,493
+30
233
$345K 0.12%
+1,830
234
$342K 0.12%
1,392
+3
235
$340K 0.12%
1,687
+462
236
$339K 0.12%
10,816
+56
237
$336K 0.12%
22,714
-2,529
238
$330K 0.12%
4,620
239
$327K 0.12%
774
+7
240
$325K 0.12%
2,436
+27
241
$324K 0.12%
782
+17
242
$323K 0.12%
1,136
+40
243
$323K 0.12%
62,159
-141,119
244
$321K 0.11%
12,730
+664
245
$319K 0.11%
3,319
+130
246
$318K 0.11%
3,934
+124
247
$317K 0.11%
2,721
-6
248
$316K 0.11%
2,001
+4
249
$315K 0.11%
5,851
+65
250
$311K 0.11%
4,002
+88
8 9
10
11 12