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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$404K 0.14%
23,861
+214
252
$400K 0.14%
8,778
-914
253
$400K 0.14%
5,585
+138
254
$398K 0.14%
4,304
+68
255
$397K 0.14%
19,420
+891
256
$395K 0.14%
4,131
-45
257
$394K 0.14%
4,878
+109
258
$391K 0.14%
11,590
259
$389K 0.14%
2,670
-1,098
260
$387K 0.14%
9,509
-593
261
$382K 0.13%
23,342
-250
262
$380K 0.13%
9,496
+217
263
$380K 0.13%
2,280
-15
264
$374K 0.13%
27,897
+476
265
$371K 0.13%
3,350
-15
266
$368K 0.13%
1,915
+73
267
$367K 0.13%
1,525
+38
268
$365K 0.13%
29,906
-1
269
$364K 0.13%
1,971
+6
270
$355K 0.12%
1,231
-623
271
$348K 0.12%
2,562
-76
272
$347K 0.12%
1,189
+33
273
$341K 0.12%
2,870
+66
274
$339K 0.12%
6,735
-860
275
$334K 0.12%
3,857
-34
9 10
11
12 13