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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$308K 0.11%
4,106
-25
277
$302K 0.11%
10,535
-129
278
$299K 0.11%
2,667
-3
279
$299K 0.11%
797
-18
280
$295K 0.11%
6,840
-1,938
281
$294K 0.11%
3,583
+25
282
$290K 0.11%
11,642
-84
283
$284K 0.1%
1,235
-290
284
$282K 0.1%
+3,174
285
$279K 0.1%
6,242
+118
286
$276K 0.1%
1,327
-26
287
$275K 0.1%
629
-37
288
$271K 0.1%
+2,097
289
$267K 0.1%
1,861
-52
290
$265K 0.1%
745
+15
291
$263K 0.1%
643
-13
292
$261K 0.1%
3,819
-801
293
$260K 0.1%
3,887
-22
294
$259K 0.1%
561
-34
295
$259K 0.1%
2,371
+19
296
$254K 0.09%
1,392
-35
297
$253K 0.09%
2,511
-51
298
$253K 0.09%
801
299
$249K 0.09%
3,578
-25
300
$246K 0.09%
819
10 11
12
13 14