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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.39%
24,195
+315
77
$1.1M 0.39%
2,500
+93
78
$1.1M 0.39%
4,958
+670
79
$1.09M 0.39%
5,933
+178
80
$1.08M 0.38%
17,434
-1,014
81
$1.08M 0.38%
63,950
-4,470
82
$1.08M 0.38%
7,051
+42
83
$1.08M 0.38%
28,790
+679
84
$1.08M 0.38%
10,876
+228
85
$1.07M 0.38%
12,304
-86
86
$1.06M 0.38%
14,537
+210
87
$1.04M 0.37%
17,638
+823
88
$1.04M 0.37%
4,570
+140
89
$1.03M 0.37%
14,250
+341
90
$1.03M 0.37%
21,906
+199
91
$1.03M 0.37%
438
+8
92
$1.03M 0.37%
11,399
+489
93
$1.02M 0.36%
19,060
+150
94
$1.02M 0.36%
12,651
+620
95
$1.02M 0.36%
9,099
+255
96
$1.01M 0.36%
11,948
+483
97
$1.01M 0.36%
3,050
+22
98
$994K 0.35%
6,504
+167
99
$993K 0.35%
9,982
+476
100
$992K 0.35%
22,688
+614
2 3
4
5 6