LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.58%
57,966
-25,404
27
$2.33M 0.57%
25,773
+131
28
$2.29M 0.56%
8,570
+32
29
$2.28M 0.55%
143,075
+470
30
$2.26M 0.55%
4,171
-294
31
$2.26M 0.55%
+11,082
32
$2.25M 0.55%
20,910
-3,882
33
$2.21M 0.54%
73,184
+676
34
$2.21M 0.54%
117,239
-2,355
35
$2.2M 0.53%
59,664
+2,489
36
$2.16M 0.53%
1,856
+1,003
37
$2.09M 0.51%
61,264
+622
38
$2.08M 0.5%
12,826
-2,689
39
$2.06M 0.5%
48,001
+365
40
$2.03M 0.49%
5,943
-172
41
$2.02M 0.49%
10,995
-1,375
42
$2.02M 0.49%
73,990
+14,989
43
$2.01M 0.49%
8,177
-265
44
$1.98M 0.48%
20,240
-2,226
45
$1.97M 0.48%
26,410
+343
46
$1.96M 0.48%
6,691
+4,172
47
$1.95M 0.47%
11,309
-461
48
$1.93M 0.47%
10,510
+5,715
49
$1.89M 0.46%
23,612
+16,662
50
$1.8M 0.44%
8,325
-2,725
1
2
3 4 5