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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$443K 0.15%
1,296
+4
227
$442K 0.15%
16,562
+152
228
$440K 0.15%
86,867
+984
229
$438K 0.15%
9,741
+220
230
$438K 0.15%
21,301
+6,805
231
$436K 0.15%
12,831
-24
232
$433K 0.15%
7,450
-1,838
233
$433K 0.15%
4,920
-822
234
$432K 0.15%
2,994
-18
235
$427K 0.15%
7,572
+110
236
$424K 0.15%
11,786
+313
237
$424K 0.15%
358
+1
238
$424K 0.15%
6,635
+75
239
$424K 0.15%
16,253
+280
240
$421K 0.15%
8,307
+325
241
$421K 0.15%
7,449
-1,964
242
$419K 0.15%
920
+12
243
$417K 0.15%
2,249
+14
244
$414K 0.14%
1,539
+6
245
$413K 0.14%
3,065
-35
246
$412K 0.14%
13,054
+80
247
$411K 0.14%
10,664
-4,541
248
$410K 0.14%
11,618
+120
249
$408K 0.14%
3,909
+453
250
$406K 0.14%
184,611
+1,182
8 9
10
11 12