LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.35%
8,495
-322
77
$1.4M 0.34%
45,533
+143
78
$1.39M 0.34%
7,895
+61
79
$1.39M 0.34%
7,261
+49
80
$1.37M 0.33%
23,313
+919
81
$1.37M 0.33%
30,747
+767
82
$1.37M 0.33%
3,070
+42
83
$1.36M 0.33%
4,470
+2,221
84
$1.33M 0.32%
21,978
-696
85
$1.31M 0.32%
+2,677
86
$1.29M 0.31%
+10,461
87
$1.29M 0.31%
2,876
-1,990
88
$1.29M 0.31%
3,813
-877
89
$1.28M 0.31%
+7,027
90
$1.28M 0.31%
2,685
-30
91
$1.28M 0.31%
4,032
-3,349
92
$1.26M 0.31%
21,104
+209
93
$1.18M 0.29%
35,880
-1,424
94
$1.16M 0.28%
5,388
-91
95
$1.16M 0.28%
+3,308
96
$1.15M 0.28%
4,674
-201
97
$1.14M 0.28%
2,548
+117
98
$1.13M 0.27%
11,843
+2,976
99
$1.13M 0.27%
4,557
-5,317
100
$1.12M 0.27%
10,250
-232
2 3
4
5 6