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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$547K 0.15%
200,926
-1,413
227
$546K 0.15%
17,332
-91
228
$531K 0.14%
13,852
-745
229
$529K 0.14%
12,906
-16
230
$526K 0.14%
1,450
-10
231
$521K 0.14%
10,140
-82
232
$520K 0.14%
24,310
+6,236
233
$520K 0.14%
8,298
+5
234
$517K 0.14%
15,456
+3,905
235
$517K 0.14%
49,882
-524
236
$516K 0.14%
7,646
-7
237
$513K 0.14%
24,363
+1,496
238
$513K 0.14%
3,959
-3,036
239
$500K 0.14%
2,688
-43
240
$497K 0.14%
50,159
-1,147
241
$496K 0.13%
38,533
+10
242
$491K 0.13%
4,649
+1,759
243
$491K 0.13%
5,492
-1,197
244
$489K 0.13%
3,048
-94
245
$487K 0.13%
7,473
+62
246
$477K 0.13%
1,016
+4
247
$465K 0.13%
2,852
-96
248
$463K 0.13%
7,875
-204
249
$462K 0.13%
2,203
+11
250
$452K 0.12%
3,585
-209
8 9
10
11 12