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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$508K 0.14%
7,236
+3
227
$508K 0.14%
1,359
+35
228
$504K 0.14%
2,934
+1,535
229
$501K 0.14%
3,658
+168
230
$488K 0.14%
3,367
+245
231
$485K 0.14%
13,440
+846
232
$485K 0.14%
2,090
+92
233
$483K 0.14%
58,867
+1,588
234
$482K 0.14%
587
+30
235
$482K 0.14%
27,416
+1,317
236
$482K 0.14%
2,713
+48
237
$480K 0.14%
22,636
+1,112
238
$479K 0.14%
18,656
+172
239
$476K 0.13%
11,590
240
$472K 0.13%
5,154
+215
241
$472K 0.13%
1,847
+327
242
$471K 0.13%
25,684
+1,247
243
$469K 0.13%
11,276
+1,681
244
$468K 0.13%
73,295
+2,357
245
$465K 0.13%
19,418
+77
246
$464K 0.13%
10,125
+329
247
$463K 0.13%
2,355
+87
248
$462K 0.13%
2,998
-19
249
$460K 0.13%
18,004
+522
250
$458K 0.13%
1,254
-349
8 9
10
11 12