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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$262K 0.09%
2,352
+47
302
$262K 0.09%
4,188
+74
303
$262K 0.09%
1,395
+321
304
$259K 0.09%
+2,575
305
$256K 0.09%
+3,160
306
$255K 0.09%
8,592
-89
307
$255K 0.09%
625
308
$253K 0.09%
+2,436
309
$253K 0.09%
15,016
+879
310
$251K 0.09%
1,943
+38
311
$251K 0.09%
1,497
-322
312
$250K 0.09%
8,064
-231
313
$247K 0.09%
2,587
314
$245K 0.09%
1,427
+36
315
$245K 0.09%
5,121
+115
316
$242K 0.08%
+3,271
317
$238K 0.08%
20,525
-9,379
318
$237K 0.08%
3,536
+8
319
$236K 0.08%
+2,514
320
$235K 0.08%
+819
321
$233K 0.08%
+2,590
322
$233K 0.08%
2,050
+15
323
$230K 0.08%
4,668
324
$226K 0.08%
4,888
-1,456
325
$225K 0.08%
4,593
11 12
13
14 15