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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$788K 0.21%
8,813
-326
127
$782K 0.21%
2,011
-35
128
$780K 0.21%
3,799
-173
129
$780K 0.21%
2,490
-32
130
$771K 0.21%
3,167
-261
131
$766K 0.21%
18,292
-681
132
$763K 0.21%
57,449
-3,199
133
$759K 0.21%
27,525
+1,291
134
$759K 0.21%
5,237
-102
135
$757K 0.21%
2,585
-35
136
$754K 0.21%
36,121
-8,858
137
$753K 0.2%
7,000
-72
138
$753K 0.2%
3,662
-121
139
$752K 0.2%
15,729
-360
140
$751K 0.2%
3,324
-23
141
$747K 0.2%
8,112
-791
142
$747K 0.2%
4,939
-33
143
$745K 0.2%
24,251
-734
144
$742K 0.2%
8,228
+23
145
$739K 0.2%
6,485
-156
146
$736K 0.2%
3,982
-78
147
$734K 0.2%
6,814
-207
148
$731K 0.2%
32,285
-612
149
$731K 0.2%
1,504
-36
150
$727K 0.2%
16,752
-573
4 5
6
7 8