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
326
$268K 0.07%
+1,583
327
$266K 0.06%
3,630
-1,325
328
$261K 0.06%
2,396
-38
329
$256K 0.06%
1,868
+47
330
$253K 0.06%
4,181
+643
331
$249K 0.06%
2,491
+88
332
$244K 0.06%
2,728
333
$244K 0.06%
4,016
+49
334
$244K 0.06%
+2,842
335
$237K 0.06%
3,949
336
$237K 0.06%
+1,684
337
$236K 0.06%
+1,966
338
$234K 0.06%
+3,098
339
$232K 0.06%
+1,594
340
$231K 0.06%
2,472
-792
341
$230K 0.06%
+6,308
342
$227K 0.06%
2,430
+36
343
$221K 0.05%
3,055
-27
344
$218K 0.05%
2,842
345
$217K 0.05%
13,662
-2,623
346
$215K 0.05%
5,830
+144
347
$214K 0.05%
9,745
+29
348
$212K 0.05%
+3,489
349
$210K 0.05%
+8,550
350
$208K 0.05%
1,487
+15
12 13
14
15 16