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
$295M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$3.94M
3
+$3.04M
4
BCS icon
Barclays
BCS
+$1.56M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M

Top Sells

1
+$1.54M
2
+$991K
3
+$403K
4
COR
Coresite Realty Corporation
COR
+$373K
5
ARMK icon
Aramark
ARMK
+$275K

Sector Composition

1 Technology 19.89%
2 Healthcare 19.36%
3 Financials 11%
4 Industrials 8.3%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$908K 0.31%
9,506
+2,702
127
$893K 0.3%
14,327
+2,369
128
$893K 0.3%
12,294
+1,620
129
$886K 0.3%
7,753
+733
130
$883K 0.3%
20,788
+2,183
131
$881K 0.3%
12,027
+938
132
$864K 0.29%
24,076
+2,596
133
$862K 0.29%
19,875
+11,173
134
$859K 0.29%
28,261
+5,292
135
$855K 0.29%
2,407
+344
136
$854K 0.29%
6,288
+305
137
$853K 0.29%
32,377
+5,633
138
$851K 0.29%
15,822
+8,769
139
$849K 0.29%
16,061
+3,296
140
$844K 0.29%
143,779
+76,802
141
$843K 0.29%
15,075
+1,227
142
$842K 0.29%
29,781
+5,826
143
$842K 0.29%
16,756
+2,487
144
$823K 0.28%
2,737
+701
145
$823K 0.28%
14,286
+1,541
146
$816K 0.28%
13,519
+631
147
$815K 0.28%
9,000
+2,572
148
$782K 0.26%
5,514
+201
149
$757K 0.26%
7,434
+432
150
$748K 0.25%
32,841
+713
4 5
6
7 8