LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$633K
3
+$617K
4
MT icon
ArcelorMittal
MT
+$599K
5
ZTO icon
ZTO Express
ZTO
+$589K

Top Sells

1
+$2.9M
2
+$1.38M
3
+$894K
4
NVDA icon
NVIDIA
NVDA
+$832K
5
BLK icon
Blackrock
BLK
+$724K

Sector Composition

1 Technology 18.67%
2 Financials 12.82%
3 Healthcare 10.5%
4 Industrials 10.23%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$816K 0.22%
4,416
-44
127
$814K 0.22%
9,631
-1
128
$810K 0.22%
7,021
-5
129
$797K 0.21%
6,071
-1,191
130
$794K 0.21%
3,999
-7
131
$789K 0.21%
6,641
-48
132
$786K 0.21%
5,339
+27
133
$786K 0.21%
4,620
+91
134
$785K 0.21%
7,019
-85
135
$782K 0.21%
36,352
-810
136
$780K 0.21%
26,234
-1,082
137
$777K 0.21%
5,999
-46
138
$766K 0.21%
6,995
-35
139
$765K 0.21%
27,762
-432
140
$765K 0.21%
72,260
+144
141
$762K 0.2%
6,292
-29
142
$759K 0.2%
41,803
-10,694
143
$759K 0.2%
1,400
-3
144
$748K 0.2%
4,972
+5
145
$743K 0.2%
2,522
-9
146
$741K 0.2%
17,325
-39
147
$738K 0.2%
24,985
-415
148
$737K 0.2%
60,648
-1,351
149
$736K 0.2%
7,094
-1
150
$736K 0.2%
16,089
+34
4 5
6
7 8