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
$277M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$823K
3
+$578K
4
TRU icon
TransUnion
TRU
+$449K
5
JD icon
JD.com
JD
+$325K

Top Sells

1
+$1.13M
2
+$643K
3
+$636K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$526K
5
IAA
IAA, Inc. Common Stock
IAA
+$459K

Sector Composition

1 Technology 19.25%
2 Financials 12.81%
3 Healthcare 11.66%
4 Industrials 9.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.69%
9,367
+158
27
$1.91M 0.69%
43,436
+7,407
28
$1.9M 0.69%
36,419
-229
29
$1.82M 0.66%
5,314
-55
30
$1.81M 0.66%
18,518
+52
31
$1.8M 0.65%
7,054
-109
32
$1.75M 0.63%
10,244
+50
33
$1.73M 0.62%
26,920
+30
34
$1.71M 0.62%
24,498
-2,284
35
$1.66M 0.6%
12,642
-75
36
$1.6M 0.58%
7,702
+70
37
$1.6M 0.58%
4,148
+21
38
$1.59M 0.57%
599
-19
39
$1.58M 0.57%
26,793
+699
40
$1.55M 0.56%
82,142
-35
41
$1.53M 0.55%
44,423
+191
42
$1.5M 0.54%
10,492
-161
43
$1.5M 0.54%
70,176
-1,338
44
$1.48M 0.53%
18,038
-727
45
$1.4M 0.5%
17,828
-249
46
$1.39M 0.5%
7,144
-825
47
$1.39M 0.5%
4,497
-31
48
$1.39M 0.5%
4,864
-102
49
$1.39M 0.5%
2,983
-6
50
$1.39M 0.5%
5,621
-21
1
2
3 4 5