LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$576K
3
+$569K
4
MMM icon
3M
MMM
+$437K
5
BJ icon
BJs Wholesale Club
BJ
+$437K

Top Sells

1
+$1.49M
2
+$713K
3
+$675K
4
META icon
Meta Platforms (Facebook)
META
+$646K
5
SNN icon
Smith & Nephew
SNN
+$577K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$87K 0.04%
+13,000
302
– –
-2,970
303
– –
-4,931
304
– –
-1,396
305
– –
-793
306
– –
-22,357
9 10 11 12
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