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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$918K 0.46%
+21,763
52
$918K 0.46%
+4,317
53
$914K 0.46%
+7,548
54
$911K 0.46%
+16,614
55
$909K 0.46%
+4,798
56
$908K 0.46%
+2,973
57
$905K 0.46%
+29,325
58
$905K 0.46%
+4,971
59
$902K 0.45%
+69,120
60
$901K 0.45%
+16,988
61
$894K 0.45%
+5,571
62
$890K 0.45%
+1,233
63
$888K 0.45%
+10,402
64
$888K 0.45%
+12,481
65
$876K 0.44%
+37,845
66
$876K 0.44%
+3,290
67
$872K 0.44%
+12,776
68
$865K 0.44%
+98,411
69
$861K 0.43%
+19,055
70
$851K 0.43%
+4,320
71
$846K 0.43%
+3,207
72
$836K 0.42%
+5,610
73
$832K 0.42%
+1,663
74
$829K 0.42%
+6,751
75
$828K 0.42%
+10,731
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3
4 5