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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$787K 0.36%
22,100
+168
102
$784K 0.36%
7,249
+153
103
$780K 0.36%
3,479
+76
104
$778K 0.36%
12,647
+916
105
$777K 0.36%
10,060
+236
106
$771K 0.36%
5,695
+133
107
$770K 0.36%
6,960
-170
108
$768K 0.35%
+12,409
109
$765K 0.35%
8,153
-296
110
$761K 0.35%
6,812
+140
111
$761K 0.35%
12,235
+291
112
$759K 0.35%
2,150
+63
113
$756K 0.35%
5,742
+23
114
$756K 0.35%
8,596
-237
115
$752K 0.35%
7,791
+208
116
$751K 0.35%
4,092
+14
117
$746K 0.34%
5,713
+102
118
$740K 0.34%
15,303
119
$732K 0.34%
15,006
+1,000
120
$730K 0.34%
7,071
-198
121
$723K 0.33%
2,356
-21
122
$720K 0.33%
11,403
+251
123
$717K 0.33%
5,071
+131
124
$713K 0.33%
22,357
+6,762
125
$711K 0.33%
9,020
+243
3 4
5
6 7