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
$295M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$3.94M
3
+$3.04M
4
BCS icon
Barclays
BCS
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M

Top Sells

1
+$1.54M
2
+$991K
3
+$403K
4
COR
Coresite Realty Corporation
COR
+$373K
5
ARMK icon
Aramark
ARMK
+$275K

Sector Composition

1 Technology 19.89%
2 Healthcare 19.36%
3 Financials 11%
4 Industrials 8.3%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.44%
22,074
-123
52
$1.28M 0.43%
7,009
-138
53
$1.27M 0.43%
4,361
+6
54
$1.27M 0.43%
4,897
+1,260
55
$1.25M 0.42%
14,657
+2,343
56
$1.24M 0.42%
6,141
+180
57
$1.23M 0.42%
70,296
+2,092
58
$1.23M 0.42%
14,635
-281
59
$1.22M 0.41%
12,390
-790
60
$1.21M 0.41%
16,707
-329
61
$1.2M 0.41%
5,587
-40
62
$1.2M 0.41%
36,892
+27,264
63
$1.2M 0.41%
3,236
-54
64
$1.18M 0.4%
12,632
+111
65
$1.18M 0.4%
33,961
+24,377
66
$1.17M 0.4%
2,815
-12
67
$1.16M 0.39%
3,028
-34
68
$1.15M 0.39%
9,795
+307
69
$1.14M 0.38%
1,241
+11
70
$1.13M 0.38%
37,707
+3,075
71
$1.13M 0.38%
16,816
+9,298
72
$1.12M 0.38%
23,880
-255
73
$1.12M 0.38%
12,605
-243
74
$1.09M 0.37%
37,654
+15,633
75
$1.09M 0.37%
5,447
-66
1 2
3
4 5