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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.7%
23,080
-3,840
27
$1.96M 0.68%
73,319
-1,067
28
$1.95M 0.68%
124,116
+813
29
$1.92M 0.67%
37,134
+715
30
$1.89M 0.66%
9,731
+364
31
$1.88M 0.66%
14,188
+3,696
32
$1.88M 0.66%
21,316
-4,545
33
$1.87M 0.65%
14,917
+175
34
$1.85M 0.65%
3,296
+313
35
$1.81M 0.63%
13,537
+895
36
$1.78M 0.62%
4,445
+766
37
$1.76M 0.61%
23,766
-732
38
$1.72M 0.6%
10,256
+12
39
$1.59M 0.56%
7,791
+89
40
$1.59M 0.55%
8,082
+2,461
41
$1.58M 0.55%
43,912
-511
42
$1.58M 0.55%
584
-15
43
$1.57M 0.55%
16,648
+6,205
44
$1.54M 0.54%
26,787
-6
45
$1.54M 0.54%
4,387
+1,164
46
$1.52M 0.53%
44,658
+1,222
47
$1.51M 0.53%
18,603
+565
48
$1.51M 0.53%
82,099
-43
49
$1.5M 0.52%
17,722
-106
50
$1.49M 0.52%
202,698
+1,152
1
2
3 4 5