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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$723K 0.2%
8,593
+25
152
$722K 0.2%
3,938
-75
153
$722K 0.2%
7,786
-111
154
$718K 0.2%
7,245
+530
155
$717K 0.2%
6,199
-93
156
$716K 0.19%
7,751
-81
157
$714K 0.19%
4,648
+28
158
$708K 0.19%
35,706
-646
159
$707K 0.19%
416
+18
160
$703K 0.19%
2,500
-31
161
$703K 0.19%
5,794
-52
162
$698K 0.19%
5,206
-15
163
$696K 0.19%
5,292
-707
164
$693K 0.19%
3,995
-4
165
$691K 0.19%
2,651
-31
166
$690K 0.19%
5,947
+46
167
$690K 0.19%
27,232
-530
168
$689K 0.19%
5,715
-109
169
$683K 0.19%
9,530
-101
170
$683K 0.19%
3,943
-66
171
$670K 0.18%
9,057
-144
172
$667K 0.18%
6,312
-1,210
173
$664K 0.18%
2,289
-9
174
$659K 0.18%
25,391
-553
175
$657K 0.18%
14,493
-88
5 6
7
8 9