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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$332K 0.12%
+2,686
277
$329K 0.11%
+2,980
278
$327K 0.11%
4,620
279
$321K 0.11%
595
+31
280
$320K 0.11%
1,913
+37
281
$317K 0.11%
6,124
+122
282
$315K 0.11%
11,671
+262
283
$312K 0.11%
1,836
+31
284
$312K 0.11%
815
+10
285
$298K 0.1%
871
-255
286
$297K 0.1%
5,429
+286
287
$293K 0.1%
2,822
+92
288
$291K 0.1%
2,633
+49
289
$291K 0.1%
1,353
+32
290
$288K 0.1%
3,558
+47
291
$287K 0.1%
893
+21
292
$280K 0.1%
11,726
-127
293
$273K 0.1%
730
+17
294
$273K 0.1%
801
295
$272K 0.1%
8,042
-3,555
296
$271K 0.09%
2,700
+55
297
$270K 0.09%
656
+21
298
$267K 0.09%
3,603
+71
299
$267K 0.09%
+666
300
$264K 0.09%
+1,010
10 11
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