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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$316K 0.13%
14,537
+4,647
227
$312K 0.13%
8,743
-381
228
$309K 0.13%
3,714
+221
229
$309K 0.13%
8,016
-33
230
$307K 0.12%
3,329
+18
231
$307K 0.12%
29,904
232
$305K 0.12%
1,873
+43
233
$299K 0.12%
9,580
+270
234
$298K 0.12%
44,049
+760
235
$291K 0.12%
10,728
-88
236
$283K 0.11%
5,106
+82
237
$282K 0.11%
3,157
-38
238
$280K 0.11%
3,395
+76
239
$279K 0.11%
6,272
+231
240
$279K 0.11%
2,581
+623
241
$278K 0.11%
1,321
+15
242
$278K 0.11%
792
+18
243
$277K 0.11%
+11,484
244
$273K 0.11%
3,426
+3
245
$272K 0.11%
+573
246
$270K 0.11%
1,960
-41
247
$270K 0.11%
3,413
+30
248
$270K 0.11%
2,571
-35
249
$265K 0.11%
4,051
+117
250
$262K 0.11%
868
-1
8 9
10
11 12