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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.63%
5,412
+2
27
$2.28M 0.62%
71,404
-730
28
$2.25M 0.61%
75,275
-514
29
$2.25M 0.61%
29,259
-259
30
$2.24M 0.61%
7,571
-228
31
$2.23M 0.61%
37,671
-1,357
32
$2.18M 0.59%
51,005
-298
33
$2.15M 0.58%
24,058
-450
34
$2.13M 0.58%
6,738
-119
35
$2.09M 0.57%
10,752
-189
36
$2.08M 0.57%
26,295
-75
37
$2.02M 0.55%
23,756
-3,512
38
$1.99M 0.54%
2,112
-31
39
$1.98M 0.54%
12,320
-30
40
$1.96M 0.53%
5,510
-369
41
$1.92M 0.52%
2,774
+37
42
$1.86M 0.51%
140,837
-20,779
43
$1.86M 0.51%
25,653
-211
44
$1.83M 0.5%
60,322
-383
45
$1.81M 0.49%
29,957
+482
46
$1.8M 0.49%
63,055
-6,322
47
$1.79M 0.49%
12,512
+50
48
$1.79M 0.49%
9,568
-59
49
$1.77M 0.48%
14,621
-218
50
$1.73M 0.47%
8,475
-785
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