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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.51%
1,867
+91
52
$1.45M 0.51%
71,935
-1,869
53
$1.43M 0.5%
166,647
+918
54
$1.43M 0.5%
8,310
+2,660
55
$1.39M 0.49%
12,432
-5
56
$1.36M 0.48%
30,635
+9,796
57
$1.36M 0.48%
11,784
+79
58
$1.31M 0.46%
21,965
+202
59
$1.31M 0.46%
9,439
-32
60
$1.31M 0.46%
16,183
+64
61
$1.28M 0.45%
7,186
+42
62
$1.26M 0.44%
19,323
+773
63
$1.26M 0.44%
10,385
+65
64
$1.2M 0.42%
39,711
-226
65
$1.17M 0.41%
8,702
-146
66
$1.17M 0.41%
5,540
-39
67
$1.15M 0.4%
34,736
+16,043
68
$1.15M 0.4%
4,945
+81
69
$1.13M 0.4%
36,916
+2,788
70
$1.12M 0.39%
18,556
+1,195
71
$1.11M 0.39%
9,826
-2,459
72
$1.1M 0.39%
13,185
-695
73
$1.09M 0.38%
11,462
-549
74
$1.07M 0.37%
1,981
-51
75
$1.07M 0.37%
17,777
+1,032
1 2
3
4 5