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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.48%
4,422
+780
52
$1.18M 0.48%
28,684
+3,677
53
$1.17M 0.48%
13,520
-600
54
$1.17M 0.47%
31,151
+590
55
$1.16M 0.47%
27,157
+1,347
56
$1.13M 0.46%
10,015
+571
57
$1.13M 0.46%
12,605
-3,226
58
$1.12M 0.46%
5,650
+139
59
$1.11M 0.45%
14,457
-80
60
$1.1M 0.45%
17,104
+1,430
61
$1.09M 0.44%
17,389
-45
62
$1.09M 0.44%
9,889
-1,929
63
$1.08M 0.44%
33,100
-651
64
$1.07M 0.44%
5,460
-99
65
$1.07M 0.43%
23,317
-7,118
66
$1.05M 0.43%
2,450
-50
67
$1.04M 0.42%
9,542
-440
68
$1.04M 0.42%
5,695
+64
69
$1.04M 0.42%
10,801
-75
70
$1.02M 0.41%
24,240
+45
71
$1.02M 0.41%
17,276
-362
72
$1.02M 0.41%
14,245
-5
73
$1.02M 0.41%
5,537
+143
74
$977K 0.4%
9,110
+11
75
$972K 0.39%
5,832
+12
1 2
3
4 5