LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-11,213
352
– –
-19,238
353
– –
-8,386
354
– –
-10,365
355
– –
-3,437
356
– –
-1,500
357
– –
-3,439
358
– –
-91,827
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