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
$277M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$823K
3
+$578K
4
TRU icon
TransUnion
TRU
+$449K
5
JD icon
JD.com
JD
+$325K

Top Sells

1
+$1.13M
2
+$643K
3
+$636K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$526K
5
IAA
IAA, Inc. Common Stock
IAA
+$459K

Sector Composition

1 Technology 19.25%
2 Financials 12.81%
3 Healthcare 11.66%
4 Industrials 9.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.5%
21,763
+1,324
52
$1.33M 0.48%
165,729
-16,178
53
$1.32M 0.48%
12,437
-234
54
$1.31M 0.47%
11,705
-9
55
$1.29M 0.46%
201,546
-20,560
56
$1.28M 0.46%
12,285
+2,248
57
$1.28M 0.46%
1,776
+2
58
$1.27M 0.46%
4,864
+59
59
$1.27M 0.46%
3,679
-1
60
$1.25M 0.45%
9,471
-79
61
$1.24M 0.45%
16,119
+127
62
$1.22M 0.44%
13,880
-332
63
$1.22M 0.44%
10,320
+405
64
$1.2M 0.43%
73,804
-4,293
65
$1.19M 0.43%
8,848
-426
66
$1.19M 0.43%
5,579
-81
67
$1.16M 0.42%
1,303,407
+924,486
68
$1.15M 0.41%
12,011
+244
69
$1.13M 0.41%
18,550
-72
70
$1.13M 0.41%
7,944
-251
71
$1.12M 0.4%
17,361
-287
72
$1.09M 0.39%
2,032
+235
73
$1.08M 0.39%
3,899
-47
74
$1.06M 0.38%
39,937
-275
75
$1.02M 0.37%
17,403
-8
1 2
3
4 5