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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$822K 0.3%
8,026
-133
102
$814K 0.3%
38,307
-8
103
$811K 0.3%
5,101
+6
104
$809K 0.3%
13,550
-542
105
$806K 0.3%
11,854
-155
106
$795K 0.29%
5,768
-75
107
$779K 0.29%
6,625
-49
108
$772K 0.28%
13,904
+606
109
$768K 0.28%
6,340
-192
110
$766K 0.28%
3,490
-550
111
$756K 0.28%
14,785
+1,112
112
$743K 0.27%
25,955
-98
113
$739K 0.27%
12,195
-465
114
$731K 0.27%
13,061
+152
115
$731K 0.27%
1,764
-10
116
$725K 0.27%
2,699
-39
117
$722K 0.26%
11,154
-2
118
$706K 0.26%
3,398
-97
119
$697K 0.26%
5,641
-17,309
120
$692K 0.25%
7,544
-879
121
$687K 0.25%
7,782
+51
122
$683K 0.25%
26,496
-1,838
123
$680K 0.25%
7,387
+345
124
$679K 0.25%
4,009
+20
125
$675K 0.25%
9,044
-149
3 4
5
6 7