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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.53%
18,417
-2,899
52
$1.43M 0.53%
81,117
-982
53
$1.42M 0.52%
17,587
-1,016
54
$1.41M 0.52%
1,947
+80
55
$1.41M 0.52%
42,880
+16,138
56
$1.39M 0.51%
172,382
+96,142
57
$1.37M 0.5%
12,159
-273
58
$1.36M 0.5%
27,000
+20,265
59
$1.33M 0.49%
39,394
-317
60
$1.3M 0.48%
19,263
-60
61
$1.3M 0.48%
44,741
+83
62
$1.3M 0.48%
30,514
-121
63
$1.28M 0.47%
4,345
+2,289
64
$1.26M 0.46%
11,663
-121
65
$1.23M 0.45%
49,731
-68,963
66
$1.22M 0.45%
97,347
+56,700
67
$1.19M 0.44%
8,224
+142
68
$1.17M 0.43%
2,254
+273
69
$1.17M 0.43%
9,364
-75
70
$1.17M 0.43%
16,824
+176
71
$1.15M 0.42%
12,376
+914
72
$1.14M 0.42%
10,496
+111
73
$1.13M 0.41%
34,138
-598
74
$1.1M 0.4%
34,478
+17,818
75
$1.09M 0.4%
290,037
+151,306
1 2
3
4 5