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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$704K 0.33%
1,904
+147
127
$704K 0.33%
22,364
+2,309
128
$702K 0.32%
12,145
+87
129
$696K 0.32%
25,995
+2,773
130
$694K 0.32%
17,944
+427
131
$689K 0.32%
16,275
+138
132
$682K 0.31%
23,366
-289
133
$680K 0.31%
23,338
+2,368
134
$679K 0.31%
28,745
-1,792
135
$679K 0.31%
15,383
-9
136
$675K 0.31%
8,157
+741
137
$673K 0.31%
2,406
+78
138
$672K 0.31%
180,660
+86,809
139
$665K 0.31%
12,456
+1,422
140
$645K 0.3%
7,910
-272
141
$643K 0.3%
70,624
+1,067
142
$637K 0.29%
9,859
+397
143
$627K 0.29%
35,475
+7,624
144
$624K 0.29%
38,948
-614
145
$614K 0.28%
9,430
-147
146
$598K 0.28%
6,139
+12
147
$585K 0.27%
5,222
+295
148
$581K 0.27%
10,900
-40
149
$578K 0.27%
6,466
+5
150
$577K 0.27%
12,092
-113
4 5
6
7 8