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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$550K 0.28%
+15,392
152
$548K 0.28%
+27,851
153
$542K 0.27%
+7,687
154
$537K 0.27%
+7,724
155
$536K 0.27%
+10,940
156
$533K 0.27%
+3,128
157
$529K 0.27%
+14,081
158
$523K 0.26%
+4,387
159
$519K 0.26%
+6,593
160
$518K 0.26%
+2,588
161
$492K 0.25%
+4,920
162
$490K 0.25%
+12,205
163
$480K 0.24%
+3,211
164
$465K 0.23%
+14,024
165
$463K 0.23%
+7,685
166
$461K 0.23%
+51,467
167
$458K 0.23%
+21,987
168
$456K 0.23%
+2,158
169
$448K 0.23%
+10,641
170
$446K 0.22%
+9,908
171
$446K 0.22%
+3,431
172
$442K 0.22%
+6,461
173
$438K 0.22%
+9,728
174
$438K 0.22%
+2,927
175
$435K 0.22%
+10,661
5 6
7
8 9