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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$315K 0.09%
+4,053
302
$314K 0.09%
11,096
-8,118
303
$312K 0.09%
+5,446
304
$312K 0.09%
8,632
-349
305
$306K 0.08%
638
-30
306
$306K 0.08%
5,634
-201
307
$306K 0.08%
12,254
-3,013
308
$306K 0.08%
659
+4
309
$298K 0.08%
4,138
-20
310
$296K 0.08%
1,455
-33
311
$289K 0.08%
2,842
312
$288K 0.08%
702
313
$283K 0.08%
2,701
-122
314
$280K 0.08%
1,829
-347
315
$280K 0.08%
4,103
-396
316
$279K 0.08%
4,134
+160
317
$277K 0.08%
3,665
-753
318
$272K 0.07%
85,000
319
$270K 0.07%
22,779
-4,965
320
$266K 0.07%
813
-23
321
$265K 0.07%
1,889
-104
322
$263K 0.07%
3,943
+43
323
$258K 0.07%
9,417
-818
324
$253K 0.07%
+8,550
325
$247K 0.07%
4,729
+25
11 12
13
14 15