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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$876K 0.31%
13,777
-509
127
$875K 0.31%
2,922
+107
128
$872K 0.31%
14,398
+495
129
$863K 0.31%
29,645
+1,384
130
$859K 0.31%
5,780
+266
131
$850K 0.3%
42,506
+2,364
132
$848K 0.3%
11,177
+395
133
$845K 0.3%
6,420
+48
134
$843K 0.3%
18,493
+2,671
135
$842K 0.3%
5,606
+822
136
$829K 0.3%
1,819
+83
137
$828K 0.29%
16,525
+464
138
$822K 0.29%
31,588
+1,807
139
$817K 0.29%
17,577
+821
140
$811K 0.29%
35,871
+3,494
141
$775K 0.28%
9,390
+390
142
$771K 0.27%
23,070
+1,551
143
$771K 0.27%
33,152
+311
144
$763K 0.27%
1,507
+101
145
$760K 0.27%
12,783
+489
146
$755K 0.27%
14,140
+621
147
$754K 0.27%
3,518
+181
148
$745K 0.27%
15,516
+441
149
$738K 0.26%
20,282
-6,814
150
$736K 0.26%
8,134
+381
4 5
6
7 8