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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.59%
22,576
-1,678
27
$1.33M 0.59%
5,128
+21
28
$1.33M 0.59%
5,380
-385
29
$1.3M 0.58%
23,244
-763
30
$1.28M 0.57%
15,303
31
$1.25M 0.55%
26,150
-70
32
$1.24M 0.55%
8,866
-2,101
33
$1.24M 0.55%
13,546
-360
34
$1.24M 0.55%
19,040
-1,510
35
$1.23M 0.55%
10,929
+116
36
$1.22M 0.54%
17,618
+2,337
37
$1.21M 0.54%
22,843
-6,889
38
$1.21M 0.54%
4,187
-173
39
$1.19M 0.53%
79,932
-17,140
40
$1.19M 0.53%
3,122
-70
41
$1.18M 0.53%
5,682
+15
42
$1.16M 0.51%
3,623
+117
43
$1.15M 0.51%
67,892
-1,442
44
$1.13M 0.5%
32,288
+1,269
45
$1.12M 0.5%
15,987
-97
46
$1.1M 0.49%
14,365
+225
47
$1.1M 0.49%
34,354
+516
48
$1.1M 0.49%
15,054
-1,866
49
$1.09M 0.49%
5,685
+5
50
$1.09M 0.48%
5,620
-8
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