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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$854K 0.38%
20,939
+240
102
$845K 0.38%
7,349
+100
103
$845K 0.38%
13,532
-69
104
$844K 0.37%
34,575
-1,255
105
$827K 0.37%
6,966
+154
106
$824K 0.37%
9,505
+1,352
107
$823K 0.37%
3,565
+86
108
$822K 0.37%
13,388
+741
109
$815K 0.36%
11,125
+256
110
$801K 0.36%
177,877
-2,783
111
$797K 0.35%
12,360
+215
112
$794K 0.35%
18,577
+633
113
$792K 0.35%
12,196
-213
114
$789K 0.35%
5,850
+155
115
$789K 0.35%
11,803
+400
116
$788K 0.35%
7,987
+196
117
$787K 0.35%
6,827
-244
118
$787K 0.35%
2,157
-199
119
$786K 0.35%
8,962
+805
120
$777K 0.35%
5,244
+173
121
$774K 0.34%
3,756
-77
122
$764K 0.34%
9,307
+1,397
123
$759K 0.34%
12,549
+314
124
$754K 0.33%
9,274
+254
125
$753K 0.33%
21,885
-215
3 4
5
6 7