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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$753K 0.33%
1,990
+86
127
$731K 0.32%
26,465
+470
128
$729K 0.32%
5,305
-408
129
$725K 0.32%
5,153
-589
130
$721K 0.32%
22,694
+330
131
$706K 0.31%
10,255
+396
132
$696K 0.31%
23,701
+363
133
$683K 0.3%
5,892
+588
134
$674K 0.3%
12,631
+175
135
$672K 0.3%
39,309
+361
136
$656K 0.29%
26,061
-2,684
137
$644K 0.29%
+1,261
138
$628K 0.28%
13,684
-1,699
139
$617K 0.27%
5,982
+1,697
140
$616K 0.27%
7,338
+11
141
$614K 0.27%
5,284
+62
142
$602K 0.27%
32,473
-3,002
143
$599K 0.27%
12,177
+2,672
144
$597K 0.27%
12,664
+1,124
145
$579K 0.26%
11,760
-4,515
146
$577K 0.26%
10,112
-788
147
$564K 0.25%
4,749
-82
148
$563K 0.25%
+14,874
149
$562K 0.25%
1,184
-18
150
$557K 0.25%
7,492
+45
4 5
6
7 8