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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$706K 0.25%
3,358
+209
127
$706K 0.25%
4,488
+35
128
$699K 0.24%
98,667
-4,312
129
$698K 0.24%
7,377
+879
130
$694K 0.24%
7,731
+3
131
$692K 0.24%
15,052
+474
132
$691K 0.24%
9,475
-4,384
133
$690K 0.24%
3,325
-12
134
$685K 0.24%
2,294
-4
135
$684K 0.24%
2,243
-2,621
136
$675K 0.24%
5,672
+31
137
$674K 0.24%
29,899
+891
138
$671K 0.23%
19,684
-145
139
$671K 0.23%
3,855
+489
140
$670K 0.23%
22,981
+191
141
$669K 0.23%
2,056
-7
142
$664K 0.23%
1,774
-49
143
$661K 0.23%
3,544
-394
144
$657K 0.23%
9,193
-2,033
145
$649K 0.23%
27,132
-62
146
$644K 0.23%
8,313
-363
147
$644K 0.22%
4,633
-8
148
$643K 0.22%
10,172
+885
149
$642K 0.22%
2,068
+4
150
$638K 0.22%
2,572
-11
4 5
6
7 8