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
$295M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$3.94M
3
+$3.04M
4
BCS icon
Barclays
BCS
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M

Top Sells

1
+$1.54M
2
+$991K
3
+$403K
4
COR
Coresite Realty Corporation
COR
+$373K
5
ARMK icon
Aramark
ARMK
+$275K

Sector Composition

1 Technology 19.89%
2 Healthcare 19.36%
3 Financials 11%
4 Industrials 8.3%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-9,324
327
– –
-590
328
– –
-11,182
329
– –
-1,897
330
– –
-11,602
331
– –
-1,351
10 11 12 13
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