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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.64%
25,556
-2,326
27
$1.52M 0.62%
29,054
+2,947
28
$1.51M 0.61%
24,791
+5,341
29
$1.45M 0.59%
5,965
-1,357
30
$1.44M 0.59%
53,371
+9,958
31
$1.44M 0.58%
10,164
-1,171
32
$1.41M 0.57%
6,507
+393
33
$1.4M 0.57%
4,383
-17
34
$1.4M 0.57%
23,755
-8,865
35
$1.39M 0.56%
8,255
-140
36
$1.38M 0.56%
50,126
+4,858
37
$1.37M 0.56%
79,083
+6,102
38
$1.36M 0.55%
37,999
-822
39
$1.34M 0.54%
53,858
-48
40
$1.34M 0.54%
+13,392
41
$1.33M 0.54%
42,534
+2,590
42
$1.29M 0.52%
6,256
+42
43
$1.28M 0.52%
168,467
-9,422
44
$1.26M 0.51%
+127,243
45
$1.24M 0.5%
18,393
-214
46
$1.24M 0.5%
11,378
+344
47
$1.22M 0.49%
14,230
-1,980
48
$1.22M 0.49%
1,059
+67
49
$1.2M 0.49%
24,790
-60
50
$1.2M 0.49%
8,280
-465
1
2
3 4 5