LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $412M
1-Year Est. Return 22.49%
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.64%
+5,560
27
$1.26M 0.64%
+14,605
28
$1.24M 0.62%
+5,042
29
$1.23M 0.62%
+5,778
30
$1.19M 0.6%
+23,935
31
$1.15M 0.58%
+5,388
32
$1.15M 0.58%
+26,180
33
$1.14M 0.57%
+7,167
34
$1.14M 0.57%
+16,430
35
$1.13M 0.57%
+10,572
36
$1.08M 0.54%
+16,353
37
$1.07M 0.54%
+7,050
38
$1.03M 0.52%
+24,828
39
$1M 0.51%
+3,868
40
$1M 0.5%
+9,366
41
$985K 0.5%
+20,860
42
$984K 0.5%
+863
43
$961K 0.48%
+14,022
44
$958K 0.48%
+430
45
$949K 0.48%
+5,636
46
$948K 0.48%
+12,606
47
$947K 0.48%
+3,357
48
$933K 0.47%
+10,945
49
$925K 0.47%
+37,607
50
$924K 0.47%
+5,630
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