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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$556K 0.25%
2,871
+552
152
$555K 0.25%
9,354
-117
153
$550K 0.24%
13,668
-115
154
$549K 0.24%
4,139
-824
155
$547K 0.24%
682
+26
156
$544K 0.24%
8,760
-670
157
$542K 0.24%
6,080
-59
158
$541K 0.24%
3,270
+2
159
$538K 0.24%
1,297
-433
160
$538K 0.24%
26,807
+13,000
161
$537K 0.24%
56,823
-13,801
162
$532K 0.24%
11,484
-962
163
$526K 0.23%
4,368
-2
164
$526K 0.23%
1,805
+200
165
$524K 0.23%
4,360
-126
166
$523K 0.23%
16,090
-7,276
167
$520K 0.23%
+9,801
168
$518K 0.23%
5,980
-486
169
$513K 0.23%
5,667
-545
170
$509K 0.23%
8,640
-600
171
$507K 0.23%
10,848
-186
172
$494K 0.22%
2,070
-77
173
$492K 0.22%
53,161
+1,146
174
$487K 0.22%
5,629
+786
175
$485K 0.22%
11,371
-721
5 6
7
8 9