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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$458K 0.13%
2,105
-213
252
$457K 0.13%
12,987
+608
253
$454K 0.13%
5,926
+232
254
$454K 0.13%
2,998
+222
255
$453K 0.13%
3,348
+66
256
$441K 0.12%
2,736
-342
257
$439K 0.12%
1,008
+43
258
$428K 0.12%
9,773
-462
259
$422K 0.12%
17,048
+1,026
260
$418K 0.12%
10,073
+213
261
$417K 0.12%
5,499
+129
262
$417K 0.12%
2,422
+143
263
$416K 0.12%
6,118
-10,579
264
$413K 0.12%
9,263
+3,609
265
$411K 0.12%
7,697
+259
266
$395K 0.11%
176,159
+12,688
267
$393K 0.11%
+6,118
268
$386K 0.11%
2,511
+117
269
$382K 0.11%
10,223
+337
270
$378K 0.11%
7,722
+519
271
$377K 0.11%
6,965
+240
272
$376K 0.11%
3,058
+147
273
$376K 0.11%
1,306
+74
274
$365K 0.1%
2,346
+96
275
$364K 0.1%
2,191
-80
9 10
11
12 13