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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.52%
38,472
+1,295
52
$1.82M 0.51%
+2,202
53
$1.81M 0.51%
51,710
+13,837
54
$1.8M 0.51%
10,909
-1,654
55
$1.78M 0.5%
60,267
+3,330
56
$1.78M 0.5%
+6,768
57
$1.76M 0.5%
+28,067
58
$1.64M 0.46%
163,623
-399
59
$1.6M 0.45%
2,118
+230
60
$1.58M 0.45%
31,439
+6,124
61
$1.58M 0.44%
55,182
+7,319
62
$1.55M 0.44%
13,102
+1,012
63
$1.55M 0.44%
18,923
+1,062
64
$1.53M 0.43%
8,703
+325
65
$1.51M 0.43%
12,237
-7
66
$1.51M 0.43%
7,785
-3,275
67
$1.47M 0.41%
60,749
+93
68
$1.42M 0.4%
18,099
+214
69
$1.39M 0.39%
2,558
+274
70
$1.38M 0.39%
12,970
-30
71
$1.35M 0.38%
292,408
-146
72
$1.32M 0.37%
4,866
+39
73
$1.32M 0.37%
32,215
+645
74
$1.31M 0.37%
16,220
+7,143
75
$1.29M 0.36%
5,041
+18
1 2
3
4 5