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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$232K 0.1%
+1,351
277
$230K 0.1%
5,504
+81
278
$228K 0.1%
+3,069
279
$227K 0.1%
1,323
-19
280
$227K 0.1%
2,662
-15
281
$226K 0.1%
2,653
-26
282
$224K 0.1%
2,447
-166
283
$222K 0.1%
2,513
-6
284
$219K 0.1%
2,477
+19
285
$219K 0.1%
+1,206
286
$217K 0.1%
+1,892
287
$216K 0.1%
+1,317
288
$214K 0.1%
1,114
-553
289
$213K 0.09%
1,968
-910
290
$208K 0.09%
985
+3
291
$206K 0.09%
601
+11
292
$205K 0.09%
+1,361
293
$204K 0.09%
+3,000
294
$179K 0.08%
38,789
+654
295
$174K 0.08%
2,121
+39
296
$145K 0.06%
+10,178
297
$145K 0.06%
10,071
+4
298
$124K 0.06%
12,479
+133
299
$120K 0.05%
11,020
-550
300
$105K 0.05%
12,542
+214
9 10 11
12
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