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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$785K 0.32%
29,124
-521
127
$775K 0.31%
443
+5
128
$775K 0.31%
16,218
-307
129
$773K 0.31%
18,523
+396
130
$752K 0.3%
13,532
+223
131
$743K 0.3%
23,392
+704
132
$737K 0.3%
5,581
-25
133
$730K 0.3%
31,530
-58
134
$723K 0.29%
25,314
+2,244
135
$716K 0.29%
1,525
+18
136
$714K 0.29%
64,177
+227
137
$711K 0.29%
12,859
+195
138
$708K 0.29%
7,533
+165
139
$692K 0.28%
37,330
+1,459
140
$689K 0.28%
35,380
+5,609
141
$683K 0.28%
46,689
+4,183
142
$682K 0.28%
1,863
+44
143
$674K 0.27%
10,363
+135
144
$669K 0.27%
3,279
+70
145
$667K 0.27%
14,496
+356
146
$639K 0.26%
15,937
+421
147
$632K 0.26%
6,752
+218
148
$631K 0.26%
3,668
+150
149
$606K 0.25%
4,674
+131
150
$595K 0.24%
9,227
-1,851
4 5
6
7 8