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
$295M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$3.94M
3
+$3.04M
4
BCS icon
Barclays
BCS
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M

Top Sells

1
+$1.54M
2
+$991K
3
+$403K
4
COR
Coresite Realty Corporation
COR
+$373K
5
ARMK icon
Aramark
ARMK
+$275K

Sector Composition

1 Technology 19.89%
2 Healthcare 19.36%
3 Financials 11%
4 Industrials 8.3%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$264K 0.09%
2,575
-54
277
$262K 0.09%
+8,283
278
$257K 0.09%
978
+19
279
$256K 0.09%
585
-16
280
$255K 0.09%
16,017
-245
281
$253K 0.09%
4,956
+154
282
$249K 0.08%
+1,410
283
$239K 0.08%
2,043
-34
284
$238K 0.08%
7,905
-68
285
$234K 0.08%
+2,051
286
$231K 0.08%
+4,593
287
$229K 0.08%
2,538
+53
288
$229K 0.08%
698
-6
289
$227K 0.08%
3,889
+700
290
$224K 0.08%
+637
291
$224K 0.08%
+1,348
292
$224K 0.08%
+6,026
293
$222K 0.08%
1,559
-216
294
$216K 0.07%
2,549
-74
295
$216K 0.07%
+15,541
296
$216K 0.07%
+1,285
297
$216K 0.07%
+1,769
298
$212K 0.07%
+662
299
$205K 0.07%
+3,754
300
$201K 0.07%
+2,728
10 11
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