LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$393M
This Quarter Return
+19.24%
1 Year Return
+23.94%
3 Year Return
+75.51%
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
15.56%
Holding
280
New
280
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TSMC
TSM
|
$5.1M |
| 2 |
Global X MLP ETF
MLPA
|
$4.77M |
| 3 |
Inspire Global Hope ETF
BLES
|
$2.97M |
| 4 |
Inspire Corporate Bond ETF
IBD
|
$2.93M |
| 5 |
Apple
AAPL
|
$2.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Healthcare | 12.61% |
| 3 | Financials | 11.63% |
| 4 | Industrials | 11.01% |
| 5 | Consumer Discretionary | 10% |
