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
$295M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$3.94M
3
+$3.04M
4
BCS icon
Barclays
BCS
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M

Top Sells

1
+$1.54M
2
+$991K
3
+$403K
4
COR
Coresite Realty Corporation
COR
+$373K
5
ARMK icon
Aramark
ARMK
+$275K

Sector Composition

1 Technology 19.89%
2 Healthcare 19.36%
3 Financials 11%
4 Industrials 8.3%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$335K 0.11%
+5,750
252
$332K 0.11%
2,388
-33
253
$326K 0.11%
2,727
-29
254
$323K 0.11%
8,338
+131
255
$320K 0.11%
4,554
-68
256
$320K 0.11%
3,191
-103
257
$309K 0.1%
745
-28
258
$299K 0.1%
5,643
+118
259
$296K 0.1%
1,015
-11
260
$296K 0.1%
2,672
-100
261
$286K 0.1%
2,086
-76
262
$280K 0.09%
3,192
+146
263
$279K 0.09%
4,668
264
$279K 0.09%
1,179
-38
265
$277K 0.09%
5,786
-770
266
$277K 0.09%
+25,243
267
$276K 0.09%
3,402
-2,481
268
$275K 0.09%
+3,284
269
$275K 0.09%
8,678
+153
270
$274K 0.09%
3,189
+105
271
$273K 0.09%
1,225
+18
272
$273K 0.09%
2,646
-74
273
$273K 0.09%
625
274
$272K 0.09%
26,936
+15,500
275
$265K 0.09%
1,263
-42
9 10
11
12 13