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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$362K 0.1%
1,924
+59
277
$359K 0.1%
803
-26
278
$358K 0.1%
3,819
279
$356K 0.1%
8,506
+618
280
$355K 0.1%
8,623
-7,016
281
$354K 0.1%
3,956
+49
282
$352K 0.1%
+3,634
283
$351K 0.1%
740
+40
284
$342K 0.1%
+2,794
285
$339K 0.1%
1,297
+52
286
$339K 0.1%
9,116
+265
287
$326K 0.09%
1,332
+15
288
$320K 0.09%
7,406
-6
289
$319K 0.09%
10,976
+53
290
$319K 0.09%
4,227
+247
291
$314K 0.09%
3,744
+140
292
$312K 0.09%
2,523
+59
293
$309K 0.09%
1,415
+25
294
$309K 0.09%
2,844
+131
295
$300K 0.08%
+1,666
296
$299K 0.08%
16,603
+829
297
$298K 0.08%
5,568
298
$298K 0.08%
1,557
+62
299
$291K 0.08%
577
-1
300
$288K 0.08%
8,674
-8,499
10 11
12
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