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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.65%
2,915
-9
27
$2.26M 0.64%
78,602
+1,378
28
$2.24M 0.63%
69,626
+7,613
29
$2.24M 0.63%
33,595
+1,092
30
$2.21M 0.62%
16,682
+14,399
31
$2.2M 0.62%
10,724
-746
32
$2.19M 0.62%
30,088
+461
33
$2.19M 0.62%
38,292
+3,038
34
$2.16M 0.61%
7,109
-4,161
35
$2.13M 0.6%
14,023
+2,083
36
$2.13M 0.6%
164,414
+6,868
37
$2.12M 0.6%
12,586
+117
38
$2.12M 0.6%
534
+38
39
$2.1M 0.59%
3,773
+113
40
$2.08M 0.59%
51,279
+1,030
41
$2.04M 0.58%
25,974
+2,728
42
$1.94M 0.55%
21,806
+12,614
43
$1.93M 0.54%
7,780
+194
44
$1.85M 0.52%
24,036
+13,303
45
$1.85M 0.52%
20,034
+2,624
46
$1.85M 0.52%
59,855
+3,780
47
$1.83M 0.52%
26,040
+14,415
48
$1.83M 0.52%
8,030
+2,737
49
$1.83M 0.52%
9,335
+3,397
50
$1.83M 0.52%
12,180
+6,389
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