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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$762K 0.21%
4,031
+9
127
$760K 0.21%
27,316
-235
128
$750K 0.21%
3,402
-6
129
$743K 0.21%
37,162
+1,376
130
$741K 0.21%
120,030
+20,171
131
$739K 0.21%
1,656
-2,736
132
$738K 0.21%
8,971
+69
133
$729K 0.21%
1,560
-35
134
$726K 0.2%
38,048
+7,739
135
$724K 0.2%
920
+9
136
$723K 0.2%
28,194
+1,400
137
$722K 0.2%
4,967
-6,786
138
$717K 0.2%
7,104
+25
139
$713K 0.2%
3,340
+8
140
$706K 0.2%
2,052
141
$704K 0.2%
7,026
-863
142
$701K 0.2%
6,045
-17
143
$693K 0.2%
4,460
-9
144
$692K 0.2%
2,206
+10
145
$689K 0.19%
5,202
-4,341
146
$688K 0.19%
7,095
-2,197
147
$686K 0.19%
5,551
+59
148
$684K 0.19%
89,026
+21,007
149
$683K 0.19%
11,412
-18,397
150
$682K 0.19%
9,632
+877
4 5
6
7 8