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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$261K 0.13%
+2,587
252
$258K 0.13%
+4,880
253
$258K 0.13%
+2,777
254
$256K 0.13%
+8,651
255
$252K 0.13%
+1,265
256
$249K 0.13%
+3,585
257
$246K 0.12%
+628
258
$240K 0.12%
+2,514
259
$237K 0.12%
+5,337
260
$234K 0.12%
+2,684
261
$232K 0.12%
+2,662
262
$231K 0.12%
+2,937
263
$228K 0.11%
+1,261
264
$225K 0.11%
+3,525
265
$225K 0.11%
+4,773
266
$224K 0.11%
+7,552
267
$223K 0.11%
+8,727
268
$223K 0.11%
+2,841
269
$216K 0.11%
+9,177
270
$215K 0.11%
+37,650
271
$215K 0.11%
+625
272
$209K 0.11%
+4,894
273
$206K 0.1%
+2,670
274
$206K 0.1%
+1,354
275
$204K 0.1%
+1,142
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