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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$953K 0.42%
4,345
-12
77
$950K 0.42%
4,605
-178
78
$919K 0.41%
16,990
+21
79
$915K 0.41%
3,291
-36
80
$907K 0.4%
24,030
+195
81
$902K 0.4%
2,198
+48
82
$901K 0.4%
412
-11
83
$899K 0.4%
10,960
+400
84
$896K 0.4%
12,666
+24
85
$896K 0.4%
3,070
+49
86
$893K 0.4%
2,801
+42
87
$891K 0.4%
17,388
+249
88
$888K 0.39%
13,169
+221
89
$886K 0.39%
8,455
+146
90
$881K 0.39%
4,007
+61
91
$880K 0.39%
6,020
-940
92
$878K 0.39%
27,372
+225
93
$871K 0.39%
10,206
+146
94
$870K 0.39%
4,380
+66
95
$866K 0.38%
14,184
-822
96
$866K 0.38%
5,447
+75
97
$863K 0.38%
6,957
+122
98
$862K 0.38%
2,488
+82
99
$860K 0.38%
7,417
+145
100
$858K 0.38%
2,350
+45
2 3
4
5 6