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
$277M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$823K
3
+$578K
4
TRU icon
TransUnion
TRU
+$449K
5
JD icon
JD.com
JD
+$325K

Top Sells

1
+$1.13M
2
+$643K
3
+$636K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$526K
5
IAA
IAA, Inc. Common Stock
IAA
+$459K

Sector Composition

1 Technology 19.25%
2 Financials 12.81%
3 Healthcare 11.66%
4 Industrials 9.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.37%
3,223
+8
77
$1M 0.36%
25,938
-37
78
$1M 0.36%
34,128
-32
79
$996K 0.36%
12,008
-136
80
$966K 0.35%
13,859
-74
81
$948K 0.34%
5,199
-20
82
$947K 0.34%
20,839
-170
83
$946K 0.34%
5,801
-65
84
$943K 0.34%
16,745
-3,463
85
$940K 0.34%
5,650
+1
86
$938K 0.34%
15,128
-10
87
$938K 0.34%
5,041
-39
88
$911K 0.33%
6,804
+92
89
$906K 0.33%
39,204
-159
90
$904K 0.33%
591
+36
91
$892K 0.32%
13,618
+235
92
$888K 0.32%
17,745
-214
93
$885K 0.32%
16,690
-210
94
$871K 0.31%
29,650
-970
95
$864K 0.31%
10,443
+217
96
$854K 0.31%
8,724
-255
97
$837K 0.3%
13,404
-107
98
$832K 0.3%
11,997
+29
99
$816K 0.29%
10,862
+29
100
$813K 0.29%
7,411
-153
2 3
4
5 6