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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$673K 0.25%
29,177
-1,726
127
$671K 0.25%
2,533
-39
128
$665K 0.24%
3,394
+36
129
$662K 0.24%
9,533
+58
130
$657K 0.24%
19,926
-249
131
$656K 0.24%
9,188
-146
132
$655K 0.24%
9,209
+31
133
$653K 0.24%
4,661
+28
134
$652K 0.24%
11,191
-289
135
$639K 0.23%
3,070
+8
136
$636K 0.23%
12,107
-54
137
$636K 0.23%
1,554
138
$635K 0.23%
34,778
-2,434
139
$632K 0.23%
5,688
+16
140
$628K 0.23%
2,609
-8
141
$625K 0.23%
2,068
142
$622K 0.23%
41,510
-51
143
$617K 0.23%
557
-37
144
$617K 0.23%
14,089
-963
145
$616K 0.23%
2,255
+12
146
$616K 0.23%
94,703
-3,964
147
$615K 0.23%
17,266
+9,202
148
$615K 0.23%
3,052
-7,204
149
$614K 0.23%
3,324
-1
150
$606K 0.22%
19,706
+22
4 5
6
7 8