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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.35%
39,873
+3,828
77
$1.21M 0.34%
16,182
+3,316
78
$1.16M 0.33%
19,962
+1,312
79
$1.16M 0.33%
8,450
+195
80
$1.15M 0.33%
24,145
-161
81
$1.15M 0.32%
13,757
+229
82
$1.14M 0.32%
17,931
+4,872
83
$1.14M 0.32%
51,208
-2,900
84
$1.12M 0.32%
44,508
+7,805
85
$1.12M 0.32%
18,889
+324
86
$1.11M 0.31%
5,254
+2,371
87
$1.1M 0.31%
8,393
-4,955
88
$1.09M 0.31%
6,305
-6,301
89
$1.07M 0.3%
10,510
-2,254
90
$1.07M 0.3%
5,153
-8
91
$1.07M 0.3%
18,543
+1,497
92
$1.07M 0.3%
10,929
+3,361
93
$1.04M 0.29%
4,733
+1,186
94
$1M 0.28%
5,346
+532
95
$981K 0.28%
5,389
+96
96
$980K 0.28%
2,942
-33
97
$967K 0.27%
4,969
-217
98
$954K 0.27%
3,251
+136
99
$931K 0.26%
6,395
+45
100
$930K 0.26%
10,663
+59
2 3
4
5 6