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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$682K 0.19%
1,769
+4
152
$681K 0.19%
14,440
+3,232
153
$680K 0.19%
5,810
+105
154
$678K 0.19%
1,446
-2,938
155
$676K 0.19%
25,400
+236
156
$676K 0.19%
8,969
-5,191
157
$675K 0.19%
17,364
-7,022
158
$674K 0.19%
14,839
+588
159
$672K 0.19%
4,072
-16
160
$665K 0.19%
9,027
-1,564
161
$664K 0.19%
61,999
+376
162
$663K 0.19%
2,531
+21
163
$663K 0.19%
14,453
+20
164
$662K 0.19%
8,664
+69
165
$659K 0.19%
7,030
+331
166
$657K 0.19%
+50,943
167
$655K 0.18%
19,574
+40
168
$650K 0.18%
3,751
-4,556
169
$647K 0.18%
4,012
+35
170
$646K 0.18%
30,138
+1,593
171
$645K 0.18%
20,006
-11,378
172
$643K 0.18%
2,843
+4
173
$638K 0.18%
5,850
+559
174
$638K 0.18%
9,743
+126
175
$637K 0.18%
16,055
-15,198
5 6
7
8 9