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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$447K 0.16%
5,956
+371
227
$445K 0.16%
9,353
+289
228
$442K 0.16%
+8,344
229
$437K 0.16%
6,860
+225
230
$437K 0.16%
7,391
-58
231
$434K 0.16%
8,292
-15
232
$433K 0.16%
12,252
-5,779
233
$431K 0.16%
151,324
+1,630
234
$419K 0.15%
9,948
+2
235
$416K 0.15%
4,396
-11
236
$414K 0.15%
7,730
+158
237
$413K 0.15%
2,432
+72
238
$412K 0.15%
937
+17
239
$412K 0.15%
84,739
+1,581
240
$411K 0.15%
275
-106
241
$411K 0.15%
3,662
+26
242
$409K 0.15%
9,929
-163
243
$407K 0.15%
19,441
-6,026
244
$407K 0.15%
191,010
+6,399
245
$401K 0.15%
8,986
+171
246
$397K 0.15%
4,634
-1,292
247
$389K 0.14%
4,862
-16
248
$388K 0.14%
1,843
-128
249
$384K 0.14%
11,590
250
$377K 0.14%
1,526
-17
8 9
10
11 12