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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$920K 0.25%
10,138
-932
102
$918K 0.25%
2,550
-14
103
$916K 0.25%
90,104
-3,749
104
$913K 0.25%
4,870
-99
105
$910K 0.25%
12,008
-483
106
$905K 0.25%
33,070
-4,641
107
$904K 0.25%
+882
108
$898K 0.24%
11,582
-39
109
$868K 0.24%
5,234
-184
110
$867K 0.24%
107,591
-2,260
111
$865K 0.24%
8,933
+6,346
112
$858K 0.23%
+5,464
113
$855K 0.23%
33,687
-1,607
114
$844K 0.23%
9,510
+953
115
$841K 0.23%
10,943
-431
116
$836K 0.23%
1,360
-40
117
$827K 0.23%
7,774
-353
118
$826K 0.22%
10,033
-129
119
$826K 0.22%
6,834
-199
120
$825K 0.22%
6,733
-27
121
$822K 0.22%
+10,867
122
$821K 0.22%
4,258
-158
123
$816K 0.22%
3,307
-91
124
$811K 0.22%
1,743
-34
125
$797K 0.22%
1,600
-38
3 4
5
6 7