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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$80K 0.03%
36,005
-27
302
$79K 0.03%
13,474
+570
303
$76K 0.03%
+10,517
304
$66K 0.03%
10,371
+164
305
$64K 0.03%
12,199
+306
306
$63K 0.03%
20,330
+664
307
$60K 0.02%
23,409
+696
308
$58K 0.02%
29,810
+999
309
$57K 0.02%
14,473
+483
310
$54K 0.02%
+11,018
311
$54K 0.02%
+13,536
312
$52K 0.02%
+10,660
313
$51K 0.02%
22,461
+535
314
$49K 0.02%
+11,867
315
$38K 0.02%
12,813
+1,929
316
$37K 0.02%
16,314
+1,234
317
$32K 0.01%
13,000
318
$27K 0.01%
+5,291
319
$20K 0.01%
+2,688
320
$20K 0.01%
32,226
+8,049
321
$12K ﹤0.01%
+20,595
322
$12K ﹤0.01%
+27
323
– –
-4,429
324
$0 ﹤0.01%
10,965
325
$0 ﹤0.01%
57,456
10 11 12
13
14