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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$245K 0.09%
625
302
$245K 0.09%
2,676
-24
303
$243K 0.09%
2,418
-18
304
$243K 0.09%
15,097
+81
305
$225K 0.08%
3,538
+2
306
$225K 0.08%
4,593
307
$223K 0.08%
2,587
308
$223K 0.08%
20,525
309
$222K 0.08%
4,668
310
$219K 0.08%
1,789
-61
311
$218K 0.08%
+4,616
312
$218K 0.08%
1,684
+145
313
$218K 0.08%
3,138
-22
314
$217K 0.08%
836
-57
315
$212K 0.08%
1,603
+106
316
$212K 0.08%
5,086
-35
317
$209K 0.08%
2,506
-8
318
$208K 0.08%
4,764
-124
319
$205K 0.08%
2,045
-5
320
$204K 0.08%
+3,758
321
$204K 0.08%
+9,105
322
$202K 0.07%
1,913
+77
323
$201K 0.07%
3,228
-43
324
$179K 0.07%
29,906
325
$145K 0.05%
85,000
+43,500
10 11 12
13
14