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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$287K 0.08%
2,771
+89
302
$285K 0.08%
20,525
303
$284K 0.08%
1,879
+23
304
$279K 0.08%
1,956
+78
305
$272K 0.08%
3,659
+9
306
$271K 0.08%
823
+22
307
$269K 0.08%
658
+25
308
$266K 0.08%
1,451
+62
309
$265K 0.07%
2,587
310
$263K 0.07%
702
311
$259K 0.07%
3,084
+23
312
$256K 0.07%
3,160
+50
313
$252K 0.07%
649
+2
314
$248K 0.07%
3,809
+149
315
$248K 0.07%
4,302
+295
316
$245K 0.07%
2,922
+128
317
$245K 0.07%
1,789
+37
318
$244K 0.07%
4,593
319
$243K 0.07%
+4,721
320
$237K 0.07%
9,183
+108
321
$227K 0.06%
740
+4
322
$224K 0.06%
4,538
-280
323
$212K 0.06%
2,959
-1,000
324
$211K 0.06%
3,564
+69
325
$209K 0.06%
2,728
11 12
13
14 15