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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.49%
45,268
+5,102
52
$1.39M 0.49%
43,413
+5,759
53
$1.36M 0.48%
992
+65
54
$1.36M 0.48%
72,981
+2,685
55
$1.36M 0.48%
4,494
+152
56
$1.34M 0.48%
16,210
-505
57
$1.33M 0.48%
10,150
+54
58
$1.31M 0.46%
11,034
+516
59
$1.24M 0.44%
9,444
+560
60
$1.23M 0.44%
33,751
-1,669
61
$1.22M 0.44%
6,394
+253
62
$1.22M 0.43%
6,530
-22
63
$1.21M 0.43%
3,432
+6
64
$1.21M 0.43%
5,631
+44
65
$1.19M 0.42%
5,559
+57
66
$1.19M 0.42%
3,642
+905
67
$1.19M 0.42%
14,053
-582
68
$1.18M 0.42%
5,394
+497
69
$1.17M 0.42%
3,213
+495
70
$1.15M 0.41%
4,208
+79
71
$1.15M 0.41%
4,413
+52
72
$1.13M 0.4%
15,312
+655
73
$1.13M 0.4%
5,076
+83
74
$1.11M 0.4%
25,007
+8,388
75
$1.11M 0.39%
5,481
+104
1 2
3
4 5