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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$279K 0.13%
3,974
+120
252
$275K 0.13%
3,370
-2,147
253
$269K 0.12%
954
-6
254
$267K 0.12%
2,796
+19
255
$265K 0.12%
4,842
-38
256
$265K 0.12%
1,265
257
$260K 0.12%
2,587
258
$260K 0.12%
629
+1
259
$257K 0.12%
8,487
-164
260
$254K 0.12%
2,424
+8
261
$253K 0.12%
5,423
+86
262
$253K 0.12%
2,968
+4
263
$252K 0.12%
8,934
+207
264
$251K 0.12%
2,416
-915
265
$247K 0.11%
7,711
+159
266
$238K 0.11%
2,613
-57
267
$234K 0.11%
2,677
+15
268
$234K 0.11%
4,768
-5
269
$231K 0.11%
4,931
+37
270
$230K 0.11%
3,595
+10
271
$230K 0.11%
2,970
+33
272
$228K 0.11%
625
273
$225K 0.1%
2,519
+5
274
$222K 0.1%
+2,458
275
$221K 0.1%
+3,083
8 9 10
11
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