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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$260K 0.11%
1,217
+81
252
$260K 0.11%
4,620
253
$259K 0.11%
923
+86
254
$255K 0.1%
2,535
+72
255
$255K 0.1%
13,100
+370
256
$254K 0.1%
2,016
-80
257
$250K 0.1%
4,092
+90
258
$248K 0.1%
22,655
+6,066
259
$248K 0.1%
63,763
+1,604
260
$247K 0.1%
9,068
-30
261
$244K 0.1%
1,681
-6
262
$243K 0.1%
8,159
+21
263
$241K 0.1%
3,420
+96
264
$240K 0.1%
24,312
+8,302
265
$237K 0.1%
1,646
-39
266
$236K 0.1%
+6,194
267
$235K 0.1%
5,240
-6,328
268
$234K 0.09%
2,522
-54
269
$234K 0.09%
15,303
270
$233K 0.09%
793
+11
271
$232K 0.09%
6,674
+1,570
272
$230K 0.09%
21,604
-4,669
273
$229K 0.09%
4,668
274
$228K 0.09%
+2,981
275
$226K 0.09%
2,499
-49
9 10
11
12 13