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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$434K 0.22%
+12,400
177
$433K 0.22%
+4,946
178
$433K 0.22%
+2,356
179
$432K 0.22%
+87,365
180
$432K 0.22%
+605
181
$428K 0.22%
+93,851
182
$425K 0.21%
+4,774
183
$424K 0.21%
+1,479
184
$423K 0.21%
+7,000
185
$416K 0.21%
+2,134
186
$412K 0.21%
+7,168
187
$406K 0.2%
+2,682
188
$402K 0.2%
+15,303
189
$400K 0.2%
+4,215
190
$396K 0.2%
+2,131
191
$396K 0.2%
+876
192
$396K 0.2%
+2,316
193
$395K 0.2%
+2,652
194
$391K 0.2%
+3,614
195
$391K 0.2%
+391
196
$390K 0.2%
+9,045
197
$389K 0.2%
+12,240
198
$387K 0.19%
+1,686
199
$385K 0.19%
+1,002
200
$385K 0.19%
+7,849
6 7
8
9 10