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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$730K 0.37%
+3,403
102
$729K 0.37%
+33,411
103
$723K 0.36%
+11,731
104
$719K 0.36%
+2,706
105
$712K 0.36%
+16,787
106
$711K 0.36%
+7,416
107
$706K 0.36%
+23,415
108
$706K 0.36%
+12,058
109
$703K 0.35%
+9,824
110
$702K 0.35%
+20,249
111
$696K 0.35%
+7,269
112
$694K 0.35%
+7,583
113
$692K 0.35%
+11,152
114
$686K 0.35%
+2,087
115
$670K 0.34%
+23,222
116
$670K 0.34%
+8,182
117
$664K 0.33%
+16,614
118
$662K 0.33%
+13,270
119
$658K 0.33%
+20,055
120
$656K 0.33%
+9,118
121
$655K 0.33%
+20,970
122
$655K 0.33%
+4,927
123
$655K 0.33%
+5,449
124
$652K 0.33%
+15,807
125
$646K 0.33%
+7,646
3 4
5
6 7