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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$791K 0.28%
26,053
+15,438
102
$789K 0.28%
3,495
-26
103
$784K 0.27%
11,156
-441
104
$781K 0.27%
26,742
+206
105
$779K 0.27%
594
+3
106
$778K 0.27%
20,175
-1,167
107
$777K 0.27%
12,909
-2,219
108
$758K 0.26%
12,009
-36
109
$757K 0.26%
28,334
+854
110
$739K 0.26%
4,023
-48
111
$739K 0.26%
3,989
-1,210
112
$737K 0.26%
12,161
+391
113
$736K 0.26%
48,620
-1,525
114
$734K 0.26%
7,081
-197
115
$729K 0.25%
8,936
-1,257
116
$728K 0.25%
3,622
-77
117
$725K 0.25%
37,212
+1,350
118
$725K 0.25%
30,903
-658
119
$724K 0.25%
2,894
+29
120
$722K 0.25%
5,843
-104
121
$721K 0.25%
13,673
-334
122
$716K 0.25%
6,674
-737
123
$715K 0.25%
1,554
-6
124
$712K 0.25%
10,586
-2,727
125
$707K 0.25%
9,178
-1,684
3 4
5
6 7