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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.58%
7,247
+80
27
$1.24M 0.57%
5,107
+65
28
$1.23M 0.57%
10,821
-124
29
$1.22M 0.56%
20,550
-310
30
$1.22M 0.56%
4,360
-825
31
$1.22M 0.56%
26,220
+40
32
$1.21M 0.56%
4,908
+36
33
$1.19M 0.55%
15,281
-341
34
$1.19M 0.55%
97,072
-1,339
35
$1.19M 0.55%
37,378
-229
36
$1.17M 0.54%
10,813
+241
37
$1.15M 0.53%
4,975
+4
38
$1.15M 0.53%
43,084
-659
39
$1.14M 0.52%
69,334
-1,273
40
$1.13M 0.52%
16,084
-269
41
$1.12M 0.52%
5,765
-13
42
$1.1M 0.51%
3,884
+16
43
$1.1M 0.51%
16,920
-68
44
$1.1M 0.51%
12,494
-112
45
$1.08M 0.5%
13,906
-116
46
$1.07M 0.5%
14,140
-2,290
47
$1.07M 0.5%
5,680
+50
48
$1.07M 0.49%
5,628
+57
49
$1.04M 0.48%
3,192
-15
50
$1.03M 0.48%
9,451
+85
1
2
3 4 5