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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$890K 0.36%
12,689
+38
102
$883K 0.36%
32,325
+4,735
103
$879K 0.36%
11,967
+568
104
$874K 0.35%
5,984
+74
105
$871K 0.35%
3,421
+53
106
$867K 0.35%
15,562
+250
107
$862K 0.35%
5,462
+87
108
$860K 0.35%
56,730
+280
109
$859K 0.35%
2,723
+15
110
$846K 0.34%
29,125
+335
111
$839K 0.34%
12,354
+2,964
112
$838K 0.34%
18,388
+811
113
$834K 0.34%
4,800
+88
114
$828K 0.34%
19,440
+380
115
$825K 0.33%
17,932
+256
116
$820K 0.33%
13,741
-36
117
$816K 0.33%
2,975
+53
118
$814K 0.33%
14,582
+184
119
$808K 0.33%
21,670
+256
120
$808K 0.33%
10,575
+279
121
$807K 0.33%
8,639
+668
122
$796K 0.32%
7,065
+155
123
$793K 0.32%
1,302
+28
124
$792K 0.32%
2,351
+32
125
$787K 0.32%
12,729
-54
3 4
5
6 7