LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$507K 0.12%
40,078
+411
252
$505K 0.12%
7,868
+192
253
$505K 0.12%
22,659
+4,393
254
$502K 0.12%
5,098
-76
255
$500K 0.12%
5,969
+200
256
$500K 0.12%
10,551
+37
257
$499K 0.12%
14,483
+147
258
$497K 0.12%
2,564
+46
259
$496K 0.12%
9,753
+431
260
$496K 0.12%
3,108
+60
261
$492K 0.12%
3,816
+39
262
$484K 0.12%
5,430
+125
263
$483K 0.12%
7,523
+883
264
$473K 0.12%
10,497
+291
265
$468K 0.11%
2,714
+169
266
$462K 0.11%
3,172
-1,553
267
$461K 0.11%
+3,932
268
$460K 0.11%
3,819
269
$460K 0.11%
4,670
+106
270
$459K 0.11%
15,028
-147
271
$456K 0.11%
14,912
+450
272
$452K 0.11%
5,327
+95
273
$445K 0.11%
8,210
274
$443K 0.11%
3,978
+42
275
$433K 0.11%
2,477
+46
9 10
11
12 13