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
$219M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$435K
3
+$413K
4
LFUS icon
Littelfuse
LFUS
+$371K
5
ICLR icon
Icon
ICLR
+$289K

Top Sells

1
+$1.23M
2
+$416K
3
+$398K
4
LITE icon
Lumentum
LITE
+$392K
5
ETSY icon
Etsy
ETSY
+$379K

Sector Composition

1 Technology 19.23%
2 Healthcare 12.89%
3 Financials 12.55%
4 Industrials 10%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.5%
6,622
+4
52
$1.08M 0.49%
76,217
-3,715
53
$1.08M 0.49%
5,513
-15
54
$1.07M 0.49%
18,890
-150
55
$1.05M 0.48%
21,411
+75
56
$1.05M 0.48%
9,488
+27
57
$1.04M 0.48%
35,219
+369
58
$1.03M 0.47%
1,230
-3
59
$1.03M 0.47%
34,525
-50
60
$1.03M 0.47%
12,848
+82
61
$1.03M 0.47%
34,632
+278
62
$1.02M 0.47%
5,627
-55
63
$1.01M 0.46%
17,035
-3
64
$993K 0.45%
1,724
-8
65
$991K 0.45%
590
-54
66
$988K 0.45%
36,122
+188
67
$987K 0.45%
3,290
-29
68
$983K 0.45%
24,135
+105
69
$976K 0.45%
411
-1
70
$957K 0.44%
695
-48
71
$949K 0.43%
16,136
+165
72
$949K 0.43%
5,469
+22
73
$944K 0.43%
5,635
+6
74
$937K 0.43%
2,205
+7
75
$934K 0.43%
4,866
+20
1 2
3
4 5