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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$226K 0.09%
4,471
-104
277
$226K 0.09%
+2,260
278
$225K 0.09%
1,327
+30
279
$224K 0.09%
2,417
-19
280
$222K 0.09%
6,068
+204
281
$219K 0.09%
3,508
+74
282
$219K 0.09%
2,520
+33
283
$219K 0.09%
584
-5
284
$219K 0.09%
5,362
285
$218K 0.09%
18,641
-4,073
286
$217K 0.09%
625
287
$212K 0.09%
1,168
-20
288
$210K 0.09%
1,619
+15
289
$206K 0.08%
+10,130
290
$206K 0.08%
+801
291
$203K 0.08%
4,451
-103
292
$201K 0.08%
1,782
-16
293
$189K 0.08%
57,862
+1,652
294
$152K 0.06%
29,890
-13,346
295
$135K 0.05%
15,699
+5,506
296
$129K 0.05%
11,030
+287
297
$126K 0.05%
25,821
+871
298
$126K 0.05%
47,364
+2,178
299
$97K 0.04%
19,376
+112
300
$87K 0.04%
16,761
+687
10 11
12
13 14