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
$277M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$823K
3
+$578K
4
TRU icon
TransUnion
TRU
+$449K
5
JD icon
JD.com
JD
+$325K

Top Sells

1
+$1.13M
2
+$643K
3
+$636K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$526K
5
IAA
IAA, Inc. Common Stock
IAA
+$459K

Sector Composition

1 Technology 19.25%
2 Financials 12.81%
3 Healthcare 11.66%
4 Industrials 9.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$343K 0.12%
5,447
+879
277
$341K 0.12%
2,804
-31
278
$336K 0.12%
6,002
+204
279
$319K 0.12%
1,965
+32
280
$319K 0.12%
3,891
-99
281
$312K 0.11%
1,487
-24
282
$311K 0.11%
3,532
-38
283
$306K 0.11%
14,496
-17
284
$306K 0.11%
1,126
-8
285
$305K 0.11%
1,321
-17
286
$305K 0.11%
2,584
+1
287
$294K 0.11%
1,819
-17
288
$291K 0.11%
+1,876
289
$291K 0.1%
8,681
-200
290
$291K 0.1%
4,620
291
$287K 0.1%
6,344
+1,415
292
$284K 0.1%
635
-4
293
$282K 0.1%
564
-137
294
$281K 0.1%
1,842
-265
295
$279K 0.1%
5,143
+356
296
$279K 0.1%
+805
297
$276K 0.1%
3,365
+108
298
$274K 0.1%
2,638
-1,380
299
$268K 0.1%
+2,730
300
$265K 0.1%
872
+8
10 11
12
13 14