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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$602K 0.22%
2,285
-9
152
$598K 0.22%
28,171
-1,728
153
$595K 0.22%
47,937
-683
154
$594K 0.22%
919
+3
155
$594K 0.22%
10,817
-48
156
$593K 0.22%
18,568
+5,737
157
$590K 0.22%
3,576
-46
158
$589K 0.22%
3,539
-5
159
$589K 0.22%
3,735
-120
160
$589K 0.22%
3,580
-908
161
$582K 0.21%
2,858
-23
162
$576K 0.21%
10,429
+5,000
163
$567K 0.21%
10,748
+54
164
$564K 0.21%
8,394
+97
165
$563K 0.21%
7,519
+56
166
$563K 0.21%
9,894
-278
167
$556K 0.2%
4,532
+24
168
$555K 0.2%
7,273
-104
169
$554K 0.2%
5,420
+2,845
170
$551K 0.2%
5,694
+12
171
$547K 0.2%
3,698
+37
172
$545K 0.2%
2,865
-2
173
$545K 0.2%
+65,442
174
$545K 0.2%
+6,836
175
$544K 0.2%
16,308
+3,254
5 6
7
8 9