LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$351K 0.09%
1,087
-125
302
$348K 0.08%
+5,593
303
$345K 0.08%
2,404
-39
304
$344K 0.08%
+831
305
$342K 0.08%
987
+8
306
$341K 0.08%
1,182
+15
307
$336K 0.08%
+1,361
308
$332K 0.08%
693
309
$330K 0.08%
3,506
+78
310
$316K 0.08%
+694
311
$314K 0.08%
4,063
-89
312
$312K 0.08%
4,593
313
$304K 0.07%
2,484
+34
314
$301K 0.07%
2,136
+9
315
$300K 0.07%
6,188
+379
316
$300K 0.07%
3,195
+76
317
$295K 0.07%
24,081
+194
318
$295K 0.07%
2,587
319
$292K 0.07%
3,515
+575
320
$291K 0.07%
2,046
+24
321
$291K 0.07%
9,046
-100
322
$288K 0.07%
6,784
+7
323
$286K 0.07%
11,404
+744
324
$282K 0.07%
1,054
+39
325
$274K 0.07%
+2,280
11 12
13
14 15