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
$277M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$823K
3
+$578K
4
TRU icon
TransUnion
TRU
+$449K
5
JD icon
JD.com
JD
+$325K

Top Sells

1
+$1.13M
2
+$643K
3
+$636K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$526K
5
IAA
IAA, Inc. Common Stock
IAA
+$459K

Sector Composition

1 Technology 19.25%
2 Financials 12.81%
3 Healthcare 11.66%
4 Industrials 9.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$258K 0.09%
15,303
302
$256K 0.09%
2,035
+62
303
$252K 0.09%
3,511
+16
304
$250K 0.09%
4,114
-34
305
$249K 0.09%
1,391
+1
306
$248K 0.09%
1,905
-4
307
$247K 0.09%
3,917
-74
308
$244K 0.09%
713
-1
309
$242K 0.09%
2,587
310
$237K 0.09%
3,528
+27
311
$237K 0.09%
4,507
-10
312
$236K 0.09%
1,074
-12
313
$235K 0.08%
625
314
$235K 0.08%
+5,006
315
$234K 0.08%
2,645
-5
316
$234K 0.08%
4,700
-3
317
$233K 0.08%
14,137
+393
318
$233K 0.08%
+9,118
319
$231K 0.08%
+801
320
$228K 0.08%
2,256
+13
321
$228K 0.08%
4,668
322
$225K 0.08%
8,295
-277
323
$223K 0.08%
4,593
324
$214K 0.08%
+2,249
325
$214K 0.08%
2,305
-11
10 11 12
13
14