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
$373M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$633K
3
+$617K
4
MT icon
ArcelorMittal
MT
+$599K
5
ZTO icon
ZTO Express
ZTO
+$589K

Top Sells

1
+$2.9M
2
+$1.38M
3
+$894K
4
NVDA icon
NVIDIA
NVDA
+$832K
5
BLK icon
Blackrock
BLK
+$724K

Sector Composition

1 Technology 18.67%
2 Financials 12.82%
3 Healthcare 10.5%
4 Industrials 10.23%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-10,052
352
– –
-3,744
353
– –
-2,191
354
– –
-3,084
355
– –
-2,602
356
– –
-2,959
357
– –
-89,026
358
– –
-10,883
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