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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$289K 0.13%
2,733
-63
252
$286K 0.13%
+13,137
253
$283K 0.13%
3,123
-5,473
254
$280K 0.12%
769
-109
255
$278K 0.12%
2,587
256
$275K 0.12%
1,014
-378
257
$274K 0.12%
4,655
-228
258
$273K 0.12%
1,242
-23
259
$273K 0.12%
4,800
-42
260
$270K 0.12%
5,833
+53
261
$268K 0.12%
2,424
+8
262
$267K 0.12%
2,534
+38
263
$266K 0.12%
2,788
-180
264
$262K 0.12%
8,436
-498
265
$259K 0.12%
8,581
+94
266
$259K 0.12%
3,122
+39
267
$256K 0.11%
612
-17
268
$249K 0.11%
3,522
-73
269
$247K 0.11%
4,802
+34
270
$246K 0.11%
625
271
$246K 0.11%
2,440
+16
272
$245K 0.11%
+5,851
273
$237K 0.11%
2,034
-4
274
$236K 0.1%
+4,445
275
$232K 0.1%
+4,474
9 10
11
12 13