LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$393M
This Quarter Return
-4.03%
1 Year Return
+23.94%
3 Year Return
+75.51%
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(-4.9%)
Cap. Flow
+$9.34M
Cap. Flow
% of AUM
3.32%
Top 10 Holdings %
Top 10 Hldgs %
16.73%
Holding
348
New
29
Increased
241
Reduced
45
Closed
23
Top Buys
| 1 |
Liberty Media Series C
FWONK
|
$1.88M |
| 2 |
Agnico Eagle Mines
AEM
|
$1.86M |
| 3 |
Canadian National Railway
CNI
|
$1.62M |
| 4 |
Bio-Techne
TECH
|
$1.53M |
| 5 |
Shell
SHEL
|
$1.43M |
Top Sells
| 1 |
NeueHealth
NEUE
|
$2.3M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.52M |
| 3 |
Smith & Nephew
SNN
|
$1.18M |
| 4 |
EPAM Systems
EPAM
|
$1.09M |
| 5 |
Philips
PHG
|
$1.08M |
Sector Composition
| 1 | Technology | 18.64% |
| 2 | Healthcare | 16.02% |
| 3 | Financials | 11.75% |
| 4 | Industrials | 9.85% |
| 5 | Consumer Discretionary | 6.75% |
