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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$377K 0.14%
3,038
-27
252
$375K 0.14%
19,138
-282
253
$373K 0.14%
3,903
+923
254
$372K 0.14%
15,026
+546
255
$367K 0.13%
9,705
-36
256
$367K 0.13%
9,358
-151
257
$366K 0.13%
6,685
-2,482
258
$363K 0.13%
4,236
-684
259
$357K 0.13%
24,555
+694
260
$342K 0.13%
2,705
+19
261
$335K 0.12%
2,199
+256
262
$331K 0.12%
+4,765
263
$329K 0.12%
4,174
-130
264
$326K 0.12%
817
-54
265
$325K 0.12%
2,267
-13
266
$322K 0.12%
6,117
-1,333
267
$321K 0.12%
2,877
+7
268
$319K 0.12%
1,212
+23
269
$314K 0.12%
1,843
-72
270
$313K 0.12%
1,229
-2
271
$313K 0.11%
13,600
+1,929
272
$311K 0.11%
23,186
-156
273
$311K 0.11%
2,750
+1,355
274
$310K 0.11%
9,448
-48
275
$310K 0.11%
3,305
-45
9 10
11
12 13