LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.42%
7,787
-4,757
52
$1.69M 0.41%
30,359
-253
53
$1.69M 0.41%
17,880
+257
54
$1.67M 0.41%
33,268
+351
55
$1.64M 0.4%
2,148
-1,110
56
$1.63M 0.4%
7,878
+143
57
$1.61M 0.39%
83,763
-990
58
$1.61M 0.39%
10,371
+129
59
$1.6M 0.39%
238,672
+1,084
60
$1.59M 0.39%
2,033
-23
61
$1.59M 0.39%
16,685
-250
62
$1.59M 0.39%
58,354
+1,501
63
$1.58M 0.38%
21,189
+229
64
$1.55M 0.38%
8,283
-5,485
65
$1.55M 0.38%
9,986
+158
66
$1.52M 0.37%
7,916
+645
67
$1.52M 0.37%
18,310
+528
68
$1.5M 0.36%
+3,036
69
$1.49M 0.36%
8,821
+1,336
70
$1.46M 0.35%
10,075
+3,524
71
$1.45M 0.35%
7,876
-160
72
$1.45M 0.35%
4,103
+103
73
$1.44M 0.35%
12,091
-539
74
$1.43M 0.35%
25,213
+924
75
$1.43M 0.35%
46,587
-431
1 2
3
4 5