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
$277M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$823K
3
+$578K
4
TRU icon
TransUnion
TRU
+$449K
5
JD icon
JD.com
JD
+$325K

Top Sells

1
+$1.13M
2
+$643K
3
+$636K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$526K
5
IAA
IAA, Inc. Common Stock
IAA
+$459K

Sector Composition

1 Technology 19.25%
2 Financials 12.81%
3 Healthcare 11.66%
4 Industrials 9.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$437K 0.16%
7,523
+155
227
$437K 0.16%
41,871
+4,131
228
$436K 0.16%
11,498
-4,836
229
$435K 0.16%
8,043
+34
230
$433K 0.16%
7,478
+1,230
231
$433K 0.16%
20,695
+163
232
$433K 0.16%
27,421
-5,192
233
$432K 0.16%
11,597
-260
234
$430K 0.16%
15,973
+1,628
235
$430K 0.16%
4,176
-110
236
$430K 0.16%
5,742
-390
237
$428K 0.15%
2,235
+31
238
$426K 0.15%
9,279
+1,741
239
$426K 0.15%
9,413
-146
240
$426K 0.15%
183,429
-34,539
241
$422K 0.15%
3,456
-5
242
$419K 0.15%
908
+6
243
$418K 0.15%
12,257
-2,536
244
$418K 0.15%
1,558
-31
245
$417K 0.15%
2,522
+27
246
$414K 0.15%
57,641
+11,779
247
$414K 0.15%
9,548
-207
248
$414K 0.15%
7,982
-199
249
$412K 0.15%
16,410
+254
250
$408K 0.15%
10,102
+748
8 9
10
11 12