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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.47%
52,906
-118
52
$1.69M 0.46%
7,957
-245
53
$1.69M 0.46%
102,696
-25,153
54
$1.69M 0.46%
30,920
-2,553
55
$1.68M 0.46%
3,779
-45
56
$1.62M 0.44%
32,230
+373
57
$1.59M 0.43%
24,339
+712
58
$1.57M 0.43%
11,799
-370
59
$1.54M 0.42%
31,546
-5,794
60
$1.54M 0.42%
20,753
-896
61
$1.51M 0.41%
18,435
-440
62
$1.48M 0.4%
8,629
-87
63
$1.39M 0.38%
143,437
-1,383
64
$1.36M 0.37%
4,924
-124
65
$1.35M 0.37%
16,928
-95
66
$1.35M 0.37%
53,947
+5,372
67
$1.35M 0.37%
7,336
-339
68
$1.33M 0.36%
25,355
+20,762
69
$1.32M 0.36%
6,009
-229
70
$1.3M 0.35%
4,691
-426
71
$1.3M 0.35%
53,503
+586
72
$1.3M 0.35%
2,446
-112
73
$1.29M 0.35%
10,022
+839
74
$1.25M 0.34%
13,548
-254
75
$1.25M 0.34%
16,415
+28
1 2
3
4 5