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
$295M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$3.94M
3
+$3.04M
4
BCS icon
Barclays
BCS
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M

Top Sells

1
+$1.54M
2
+$991K
3
+$403K
4
COR
Coresite Realty Corporation
COR
+$373K
5
ARMK icon
Aramark
ARMK
+$275K

Sector Composition

1 Technology 19.89%
2 Healthcare 19.36%
3 Financials 11%
4 Industrials 8.3%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.37%
18,448
+1,298
77
$1.09M 0.37%
1,633
+467
78
$1.09M 0.37%
4,430
+44
79
$1.08M 0.37%
5,755
+56
80
$1.08M 0.37%
34,193
+25,967
81
$1.08M 0.36%
12,031
+2,099
82
$1.07M 0.36%
9,719
+7,132
83
$1.07M 0.36%
6,552
+34
84
$1.07M 0.36%
11,465
+294
85
$1.06M 0.36%
2,718
+648
86
$1.06M 0.36%
5,502
+33
87
$1.06M 0.36%
6,693
+71
88
$1.06M 0.36%
7,618
+233
89
$1.06M 0.36%
28,111
+477
90
$1.06M 0.36%
13,903
+675
91
$1.06M 0.36%
2,237
+32
92
$1.06M 0.36%
13,070
+384
93
$1.05M 0.36%
7,650
+1,960
94
$1.05M 0.35%
21,707
+296
95
$1.04M 0.35%
4,129
+85
96
$1.04M 0.35%
6,337
+399
97
$1.03M 0.35%
4,993
+127
98
$1.03M 0.35%
430
+19
99
$1.03M 0.35%
8,760
+191
100
$1.03M 0.35%
17,688
+269
2 3
4
5 6