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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$991K 0.35%
5,375
-72
102
$986K 0.35%
12,664
+32
103
$979K 0.35%
13,309
+239
104
$977K 0.35%
24,812
+736
105
$976K 0.35%
5,910
+197
106
$974K 0.35%
1,274
+33
107
$974K 0.35%
5,820
+151
108
$973K 0.35%
7,368
+216
109
$968K 0.34%
2,708
+86
110
$951K 0.34%
2,319
+82
111
$950K 0.34%
166,969
+23,190
112
$948K 0.34%
21,414
+626
113
$946K 0.34%
3,827
+98
114
$942K 0.34%
6,910
+217
115
$939K 0.33%
17,676
+491
116
$937K 0.33%
10,296
+501
117
$930K 0.33%
7,845
+227
118
$929K 0.33%
14,792
+328
119
$917K 0.33%
3,368
+132
120
$917K 0.33%
4,712
+155
121
$915K 0.33%
3,954
+136
122
$910K 0.32%
27,590
-1,220
123
$907K 0.32%
15,674
+1,196
124
$900K 0.32%
18,127
+439
125
$894K 0.32%
3,041
+477
3 4
5
6 7