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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$310K 0.11%
3,434
+150
252
$303K 0.11%
+29,904
253
$300K 0.11%
+775
254
$298K 0.11%
2,096
+10
255
$292K 0.1%
8,049
+161
256
$290K 0.1%
837
+92
257
$284K 0.1%
5,591
-27
258
$278K 0.1%
589
+4
259
$276K 0.1%
4,554
260
$273K 0.1%
1,685
+15
261
$270K 0.1%
43,236
+2,143
262
$269K 0.1%
2,463
+75
263
$259K 0.09%
4,668
264
$259K 0.09%
625
265
$258K 0.09%
5,362
+406
266
$256K 0.09%
2,576
+1
267
$254K 0.09%
3,324
+132
268
$250K 0.09%
9,098
+420
269
$249K 0.09%
2,084
+41
270
$249K 0.09%
2,587
-7,132
271
$246K 0.09%
4,429
+218
272
$237K 0.08%
56,210
+2,221
273
$236K 0.08%
1,798
+239
274
$233K 0.08%
675
+38
275
$233K 0.08%
4,575
+21
9 10
11
12 13