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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$729K 0.26%
+24,235
152
$727K 0.26%
6,534
+246
153
$715K 0.25%
7,971
+537
154
$714K 0.25%
7,701
+296
155
$710K 0.25%
29,771
+3,017
156
$708K 0.25%
12,460
+433
157
$676K 0.24%
3,209
+412
158
$670K 0.24%
+4,993
159
$668K 0.24%
11,815
+315
160
$665K 0.24%
7,714
-879
161
$655K 0.23%
6,059
+635
162
$652K 0.23%
17,216
+122
163
$644K 0.23%
14,211
-12
164
$644K 0.23%
8,348
+300
165
$630K 0.22%
850
+105
166
$629K 0.22%
9,310
+1,660
167
$626K 0.22%
4,543
-163
168
$620K 0.22%
11,078
+104
169
$616K 0.22%
9,107
-64
170
$604K 0.22%
10,228
+375
171
$591K 0.21%
16,659
+220
172
$585K 0.21%
6,224
+96
173
$583K 0.21%
25,777
+1,061
174
$580K 0.21%
3,490
+87
175
$579K 0.21%
4,530
+88
5 6
7
8 9