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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$633K 0.22%
916
-222
152
$629K 0.22%
40,695
-1,631
153
$629K 0.22%
8,477
-453
154
$625K 0.22%
116,522
-1,880
155
$619K 0.22%
5,682
-19
156
$616K 0.22%
10,865
-55
157
$610K 0.21%
3,403
+1
158
$608K 0.21%
2,738
-290
159
$606K 0.21%
6,191
-22
160
$606K 0.21%
15,952
+116
161
$605K 0.21%
14,800
-348
162
$594K 0.21%
9,295
-2,702
163
$592K 0.21%
6,503
+203
164
$590K 0.21%
3,062
-951
165
$590K 0.21%
2,881
+3
166
$588K 0.21%
9,334
+247
167
$586K 0.2%
76,240
+219
168
$582K 0.2%
7,432
+213
169
$581K 0.2%
25,467
-379
170
$578K 0.2%
10,694
-7,051
171
$575K 0.2%
2,617
-10
172
$575K 0.2%
7,463
-4,545
173
$575K 0.2%
5,453
-195
174
$575K 0.2%
41,561
-310
175
$573K 0.2%
4,544
-21
5 6
7
8 9