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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.37%
29,879
+3,941
77
$1.04M 0.36%
7,654
-290
78
$1.03M 0.36%
54,059
+26,940
79
$1.02M 0.36%
8,423
-301
80
$1.02M 0.36%
8,577
+3,546
81
$1.02M 0.36%
5,221
+1,581
82
$975K 0.34%
16,887
-516
83
$972K 0.34%
6,175
+374
84
$947K 0.33%
28,920
-730
85
$945K 0.33%
16,079
+2,675
86
$917K 0.32%
5,095
+54
87
$909K 0.32%
4,040
+67
88
$902K 0.32%
14,092
-546
89
$874K 0.31%
7,641
+1,234
90
$872K 0.3%
6,532
+119
91
$868K 0.3%
13,500
-3,190
92
$845K 0.3%
13,298
-320
93
$837K 0.29%
38,315
-889
94
$835K 0.29%
10,174
+20
95
$806K 0.28%
12,660
-165
96
$802K 0.28%
7,042
+238
97
$800K 0.28%
3,661
+54
98
$797K 0.28%
3,239
-23
99
$796K 0.28%
28,098
-15
100
$792K 0.28%
8,159
-203
2 3
4
5 6