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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.47%
7,930
+382
52
$1.02M 0.47%
31,019
+1,694
53
$1.01M 0.47%
689
-207
54
$1M 0.46%
6,577
+59
55
$993K 0.46%
5,659
+49
56
$990K 0.46%
857
-6
57
$986K 0.46%
423
-7
58
$973K 0.45%
35,830
-2,015
59
$973K 0.45%
3,506
+149
60
$968K 0.45%
13,342
+72
61
$964K 0.45%
12,477
-4
62
$964K 0.45%
3,316
+26
63
$963K 0.44%
5,667
+31
64
$946K 0.44%
4,357
+40
65
$940K 0.43%
6,644
+47
66
$939K 0.43%
1,246
+13
67
$935K 0.43%
16,902
-552
68
$930K 0.43%
7,014
-36
69
$929K 0.43%
69,560
+440
70
$920K 0.42%
12,642
+146
71
$920K 0.42%
33,838
+427
72
$911K 0.42%
4,783
-15
73
$894K 0.41%
16,969
+355
74
$892K 0.41%
15,980
+173
75
$891K 0.41%
16,827
+213
1 2
3
4 5