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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$920K 0.26%
10,092
+293
102
$911K 0.26%
19,609
-27
103
$902K 0.25%
4,529
-1,312
104
$900K 0.25%
52,497
+963
105
$878K 0.25%
4,981
+205
106
$867K 0.24%
2,547
+303
107
$852K 0.24%
33,025
-900
108
$852K 0.24%
6,765
-914
109
$848K 0.24%
13,457
-2,627
110
$847K 0.24%
2,712
+59
111
$837K 0.24%
7,456
+289
112
$831K 0.23%
5,312
-1,071
113
$822K 0.23%
29,933
+6,484
114
$814K 0.23%
8,571
+1,527
115
$813K 0.23%
7,262
-710
116
$812K 0.23%
12,960
+682
117
$811K 0.23%
7,044
+294
118
$810K 0.23%
10,083
+574
119
$796K 0.22%
8,614
+87
120
$790K 0.22%
10,188
-1,095
121
$779K 0.22%
7,071
-10,069
122
$776K 0.22%
4,006
+521
123
$774K 0.22%
96,376
-1,292
124
$764K 0.22%
6,683
+412
125
$763K 0.22%
2,544
+19
3 4
5
6 7