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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.39%
9,765
-61
77
$1.06M 0.39%
6,294
+119
78
$1.05M 0.38%
39,567
+23,314
79
$1.05M 0.38%
18,451
-105
80
$1.04M 0.38%
5,451
-89
81
$1.04M 0.38%
16,041
-38
82
$1.04M 0.38%
29,496
+13,544
83
$1.02M 0.38%
30,384
+505
84
$1.02M 0.37%
7,603
+3,909
85
$1.02M 0.37%
5,094
+149
86
$1M 0.37%
17,414
+527
87
$991K 0.36%
12,666
-519
88
$987K 0.36%
3,044
-5,194
89
$973K 0.36%
9,973
+1,396
90
$965K 0.35%
7,610
-31
91
$959K 0.35%
51,867
-20,068
92
$956K 0.35%
54,075
+16
93
$950K 0.35%
36,957
+41
94
$917K 0.34%
5,237
+16
95
$890K 0.33%
4,550
+527
96
$877K 0.32%
28,835
-85
97
$860K 0.32%
6,402
-1,252
98
$847K 0.31%
3,102
-137
99
$839K 0.31%
7,000
-81
100
$835K 0.31%
13,320
-180
2 3
4
5 6