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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$587K 0.24%
8,611
+263
152
$583K 0.24%
+11,868
153
$583K 0.24%
8,306
+172
154
$580K 0.24%
3,095
+54
155
$580K 0.24%
13,120
+660
156
$572K 0.23%
5,169
+176
157
$568K 0.23%
5,933
+153
158
$568K 0.23%
6,211
+152
159
$562K 0.23%
4,179
+689
160
$553K 0.22%
19,172
-1,110
161
$552K 0.22%
16,671
-545
162
$551K 0.22%
26,506
+729
163
$542K 0.22%
825
-25
164
$538K 0.22%
15,122
+426
165
$533K 0.22%
29,670
+5,435
166
$519K 0.21%
10,095
+1,544
167
$517K 0.21%
8,297
-810
168
$515K 0.21%
6,860
-841
169
$507K 0.21%
11,361
-454
170
$501K 0.2%
21,908
-11,244
171
$497K 0.2%
13,923
-288
172
$490K 0.2%
393
-12
173
$489K 0.2%
11,245
-261
174
$488K 0.2%
3,793
+136
175
$483K 0.2%
4,154
-339
5 6
7
8 9