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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.65%
53,906
+17,014
27
$1.77M 0.63%
7,322
+484
28
$1.73M 0.61%
7,120
+541
29
$1.71M 0.61%
90,017
+11,057
30
$1.67M 0.59%
18,607
+130
31
$1.63M 0.58%
5,695
+93
32
$1.6M 0.57%
38,821
+1,114
33
$1.58M 0.56%
15,831
-876
34
$1.56M 0.56%
24,850
-570
35
$1.56M 0.56%
19,450
+2,634
36
$1.55M 0.55%
8,395
+344
37
$1.54M 0.55%
56,450
-3,290
38
$1.53M 0.54%
+14,120
39
$1.51M 0.54%
30,561
+925
40
$1.51M 0.54%
4,400
+116
41
$1.5M 0.53%
6,214
+636
42
$1.49M 0.53%
6,114
+974
43
$1.47M 0.52%
11,335
+427
44
$1.47M 0.52%
5,511
+56
45
$1.45M 0.52%
39,944
+2,603
46
$1.44M 0.51%
25,810
+610
47
$1.43M 0.51%
+26,107
48
$1.42M 0.51%
8,745
-15
49
$1.41M 0.5%
11,818
-787
50
$1.41M 0.5%
177,889
+26,785
1
2
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