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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$970K 0.39%
10,218
+68
77
$965K 0.39%
4,592
+22
78
$959K 0.39%
5,491
+10
79
$958K 0.39%
4,773
+279
80
$953K 0.39%
3,861
+34
81
$946K 0.38%
24,803
-9
82
$943K 0.38%
208,644
+41,675
83
$942K 0.38%
12,389
+85
84
$940K 0.38%
12,129
+181
85
$938K 0.38%
6,525
+21
86
$934K 0.38%
7,309
+258
87
$927K 0.38%
14,923
+131
88
$926K 0.38%
6,026
+93
89
$925K 0.38%
3,388
-44
90
$918K 0.37%
3,092
+42
91
$916K 0.37%
20,229
-1,677
92
$910K 0.37%
6,563
+33
93
$907K 0.37%
11,316
+139
94
$907K 0.37%
5,076
95
$904K 0.37%
4,239
+31
96
$904K 0.37%
3,987
+33
97
$900K 0.37%
6,581
+187
98
$899K 0.36%
3,299
+86
99
$897K 0.36%
7,902
+57
100
$894K 0.36%
14,147
+94
2 3
4
5 6