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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.48%
34,850
-8,234
52
$1.08M 0.48%
6,569
-75
53
$1.08M 0.48%
35,934
-1,444
54
$1.08M 0.48%
1,233
-13
55
$1.08M 0.48%
7,971
+41
56
$1.08M 0.48%
3,612
-272
57
$1.06M 0.47%
12,766
-576
58
$1.06M 0.47%
9,461
+10
59
$1.06M 0.47%
12,432
-62
60
$1.06M 0.47%
3,319
+3
61
$1.05M 0.47%
5,528
-131
62
$1.05M 0.47%
4,846
-129
63
$1.05M 0.47%
4,415
+49
64
$1.03M 0.46%
16,950
+123
65
$1.03M 0.46%
743
-114
66
$1.03M 0.46%
6,618
+41
67
$1.03M 0.46%
4,479
+71
68
$1.01M 0.45%
7,103
+89
69
$1.01M 0.45%
1,732
+37
70
$1.01M 0.45%
15,971
-9
71
$1M 0.45%
644
-45
72
$987K 0.44%
21,336
+1,745
73
$971K 0.43%
17,038
+136
74
$969K 0.43%
5,629
+40
75
$966K 0.43%
12,484
+7
1 2
3
4 5