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
$295M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$3.94M
3
+$3.04M
4
BCS icon
Barclays
BCS
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M

Top Sells

1
+$1.54M
2
+$991K
3
+$403K
4
COR
Coresite Realty Corporation
COR
+$373K
5
ARMK icon
Aramark
ARMK
+$275K

Sector Composition

1 Technology 19.89%
2 Healthcare 19.36%
3 Financials 11%
4 Industrials 8.3%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.54%
25,200
+2,530
27
$1.59M 0.54%
5,140
+1,809
28
$1.58M 0.53%
21,913
+7,680
29
$1.57M 0.53%
927
+232
30
$1.56M 0.53%
+151,104
31
$1.56M 0.53%
78,960
+39,440
32
$1.56M 0.53%
4,342
+46
33
$1.55M 0.52%
5,602
+372
34
$1.54M 0.52%
6,838
+915
35
$1.53M 0.52%
29,636
+5,612
36
$1.51M 0.51%
+19,258
37
$1.48M 0.5%
10,518
+929
38
$1.46M 0.49%
5,455
+363
39
$1.46M 0.49%
10,908
+1,907
40
$1.45M 0.49%
37,341
+2,892
41
$1.44M 0.49%
12,374
+6,868
42
$1.44M 0.49%
4,288
+429
43
$1.43M 0.49%
8,884
+894
44
$1.42M 0.48%
68,420
-7,797
45
$1.39M 0.47%
5,377
-311
46
$1.36M 0.46%
18,910
+20
47
$1.36M 0.46%
5,578
+1,061
48
$1.33M 0.45%
35,420
-702
49
$1.32M 0.45%
24,485
+11,967
50
$1.31M 0.44%
40,166
-690
1
2
3 4 5