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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$451K 0.12%
5,859
-212
252
$449K 0.12%
15,853
-3,721
253
$447K 0.12%
99,147
-1,162
254
$446K 0.12%
10,911
-2,293
255
$445K 0.12%
17,324
-1,195
256
$445K 0.12%
58,970
-69
257
$432K 0.12%
2,544
+14
258
$431K 0.12%
17,552
+276
259
$430K 0.12%
1,826
-13
260
$428K 0.12%
6,931
-249
261
$426K 0.12%
938
-106
262
$425K 0.12%
75,387
-562
263
$425K 0.12%
7,893
+86
264
$423K 0.12%
3,973
-1,148
265
$419K 0.11%
2,607
-3
266
$419K 0.11%
1,697
-397
267
$417K 0.11%
2,851
-99
268
$416K 0.11%
2,049
-897
269
$411K 0.11%
+2,081
270
$410K 0.11%
20,955
-7,464
271
$401K 0.11%
3,931
-259
272
$396K 0.11%
13,410
-455
273
$395K 0.11%
3,819
274
$391K 0.11%
12,682
-3,999
275
$391K 0.11%
1,305
-18
9 10
11
12 13