LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$801K 0.19%
14,122
-1,327
152
$799K 0.19%
62,696
+636
153
$799K 0.19%
10,277
-11,954
154
$799K 0.19%
3,084
+495
155
$793K 0.19%
7,035
+42
156
$788K 0.19%
4,734
-7
157
$786K 0.19%
3,774
+18
158
$781K 0.19%
5,140
+32
159
$775K 0.19%
27,687
-147
160
$770K 0.19%
15,935
+389
161
$767K 0.19%
9,029
-215
162
$765K 0.19%
1,812
+7
163
$764K 0.19%
16,718
+261
164
$764K 0.19%
35,435
+605
165
$763K 0.19%
20,419
+237
166
$762K 0.19%
5,690
+33
167
$762K 0.19%
92,083
+1,149
168
$761K 0.19%
27,359
+641
169
$754K 0.18%
13,136
+1,998
170
$754K 0.18%
4,947
+35
171
$752K 0.18%
1,507
+33
172
$750K 0.18%
22,140
+172
173
$750K 0.18%
105,282
+1,120
174
$749K 0.18%
+1,637
175
$749K 0.18%
6,676
-2
5 6
7
8 9