LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$975K
2 +$830K
3 +$552K
4
EW icon
Edwards Lifesciences
EW
+$539K
5
EL icon
Estee Lauder
EL
+$522K

Top Sells

1 +$2.37M
2 +$1.39M
3 +$1.16M
4
SYK icon
Stryker
SYK
+$757K
5
BIIB icon
Biogen
BIIB
+$595K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-1,437