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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$637K 0.32%
+4,707
127
$636K 0.32%
+8,833
128
$630K 0.32%
+17,517
129
$630K 0.32%
+9,577
130
$628K 0.32%
+5,611
131
$627K 0.32%
+5,719
132
$624K 0.31%
+1,757
133
$623K 0.31%
+4,078
134
$618K 0.31%
+21,985
135
$616K 0.31%
+8,449
136
$611K 0.31%
+1,147
137
$597K 0.3%
+11,034
138
$588K 0.3%
+39,562
139
$586K 0.3%
+69,557
140
$582K 0.29%
+2,536
141
$579K 0.29%
+7,694
142
$570K 0.29%
+2,328
143
$569K 0.29%
+16,137
144
$567K 0.29%
+14,006
145
$565K 0.28%
+3,180
146
$560K 0.28%
+3,101
147
$556K 0.28%
+23,655
148
$555K 0.28%
+12,220
149
$552K 0.28%
+6,127
150
$551K 0.28%
+9,462
4 5
6
7 8