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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$828K 0.42%
+6,518
77
$827K 0.42%
+2,377
78
$825K 0.42%
+5,361
79
$817K 0.41%
+2,288
80
$816K 0.41%
+5,525
81
$813K 0.41%
+17,454
82
$813K 0.41%
+3,903
83
$812K 0.41%
+26,856
84
$807K 0.41%
+7,130
85
$798K 0.4%
+6,597
86
$786K 0.4%
+7,177
87
$780K 0.39%
+30,537
88
$777K 0.39%
+13,287
89
$774K 0.39%
+5,562
90
$771K 0.39%
+12,496
91
$770K 0.39%
+7,096
92
$769K 0.39%
+6,672
93
$765K 0.39%
+3,298
94
$757K 0.38%
+43,743
95
$751K 0.38%
+8,777
96
$745K 0.38%
+4,228
97
$736K 0.37%
+4,359
98
$735K 0.37%
+21,932
99
$734K 0.37%
+11,944
100
$733K 0.37%
+4,940
2 3
4
5 6