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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.7%
6,479
-281
27
$1.88M 0.69%
190,683
+24,036
28
$1.88M 0.69%
3,188
+41
29
$1.86M 0.68%
13,268
-269
30
$1.84M 0.68%
217,111
+14,413
31
$1.82M 0.67%
17,737
-376
32
$1.8M 0.66%
3,228
-68
33
$1.72M 0.63%
74,430
-23,041
34
$1.71M 0.63%
12,846
-2,071
35
$1.7M 0.62%
10,332
+601
36
$1.69M 0.62%
70,265
-3,054
37
$1.69M 0.62%
549
-35
38
$1.68M 0.61%
+26,814
39
$1.67M 0.61%
22,510
+6,327
40
$1.67M 0.61%
56,484
-3,554
41
$1.67M 0.61%
20,050
-3,030
42
$1.61M 0.59%
4,406
-39
43
$1.61M 0.59%
7,760
-31
44
$1.61M 0.59%
9,768
+2,582
45
$1.56M 0.57%
45,138
+1,226
46
$1.54M 0.57%
12,603
+3,901
47
$1.54M 0.56%
17,274
-448
48
$1.53M 0.56%
4,404
+17
49
$1.45M 0.53%
8,318
+8
50
$1.44M 0.53%
14,093
-9,673
1
2
3 4 5