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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$881K 0.41%
23,237
+1,474
77
$873K 0.4%
27,147
+291
78
$871K 0.4%
7,272
+95
79
$871K 0.4%
8,309
+663
80
$871K 0.4%
4,366
+46
81
$870K 0.4%
3,946
+43
82
$867K 0.4%
5,589
+64
83
$863K 0.4%
19,591
+536
84
$857K 0.4%
12,948
+172
85
$850K 0.39%
3,327
+29
86
$849K 0.39%
5,372
+11
87
$844K 0.39%
10,560
+158
88
$842K 0.39%
2,759
+53
89
$837K 0.39%
3,021
+48
90
$828K 0.38%
20,699
+450
91
$824K 0.38%
4,408
+49
92
$822K 0.38%
10,869
+138
93
$821K 0.38%
2,305
+17
94
$820K 0.38%
6,835
+84
95
$813K 0.38%
4,314
+86
96
$811K 0.37%
17,139
+352
97
$806K 0.37%
1,695
+32
98
$806K 0.37%
23,835
+420
99
$802K 0.37%
3,833
+1,297
100
$796K 0.37%
13,601
+314
2 3
4
5 6