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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$573K 0.26%
4,831
+2,388
152
$570K 0.26%
4,486
+99
153
$569K 0.26%
7,327
-367
154
$566K 0.26%
9,528
-380
155
$566K 0.26%
9,240
-2,980
156
$566K 0.26%
1,730
+83
157
$565K 0.26%
7,447
+1,498
158
$562K 0.26%
4,929
-17
159
$559K 0.26%
6,212
-381
160
$555K 0.26%
9,471
+1,747
161
$553K 0.26%
1,202
+55
162
$552K 0.25%
5,304
-145
163
$552K 0.25%
6,164
-36
164
$545K 0.25%
4,963
+43
165
$533K 0.25%
2,312
-4
166
$528K 0.24%
13,783
-241
167
$518K 0.24%
11,540
+1,812
168
$510K 0.24%
12,446
+46
169
$507K 0.23%
4,370
+756
170
$507K 0.23%
11,021
+360
171
$505K 0.23%
7,656
-29
172
$494K 0.23%
2,147
-11
173
$493K 0.23%
2,716
+64
174
$490K 0.23%
3,268
+57
175
$485K 0.22%
3,457
+26
5 6
7
8 9