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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$232K 0.08%
8,138
+233
277
$231K 0.08%
4,593
278
$229K 0.08%
+6,071
279
$228K 0.08%
1,188
+9
280
$227K 0.08%
1,604
+194
281
$224K 0.08%
2,548
-1
282
$222K 0.08%
+2,487
283
$221K 0.08%
+1,958
284
$220K 0.08%
2,652
+6
285
$220K 0.08%
1,255
-8
286
$220K 0.08%
+9,504
287
$219K 0.08%
2,630
+92
288
$218K 0.08%
5,864
+221
289
$215K 0.08%
2,652
+16
290
$214K 0.08%
5,340
+1,451
291
$211K 0.08%
+8,622
292
$210K 0.07%
+862
293
$209K 0.07%
1,805
294
$208K 0.07%
+1,297
295
$208K 0.07%
9,890
+1,607
296
$208K 0.07%
6,126
+100
297
$208K 0.07%
3,900
+146
298
$205K 0.07%
997
+19
299
$204K 0.07%
+5,104
300
$202K 0.07%
+5,684
10 11
12
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