LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$433K 0.11%
6,570
-24
277
$432K 0.11%
3,367
+174
278
$427K 0.1%
+2,225
279
$422K 0.1%
575
280
$421K 0.1%
457
-76
281
$420K 0.1%
4,348
-6,530
282
$419K 0.1%
5,980
+1,645
283
$415K 0.1%
801
284
$413K 0.1%
2,751
-47
285
$410K 0.1%
2,829
+101
286
$409K 0.1%
1,992
+76
287
$399K 0.1%
2,167
-3
288
$391K 0.1%
7,627
-123
289
$390K 0.09%
1,387
290
$389K 0.09%
5,797
+28
291
$388K 0.09%
804
-55
292
$386K 0.09%
2,593
+142
293
$383K 0.09%
1,511
-3
294
$382K 0.09%
1,661
-33
295
$380K 0.09%
7,758
-30
296
$378K 0.09%
1,536
-6
297
$376K 0.09%
19,567
+364
298
$369K 0.09%
3,572
-16,765
299
$367K 0.09%
5,568
300
$362K 0.09%
7,431
-5,154
10 11
12
13 14