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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$484K 0.22%
998
-4
177
$483K 0.22%
2,730
+48
178
$483K 0.22%
2,136
-2,571
179
$479K 0.22%
6,002
-1,685
180
$476K 0.22%
11,034
+3,349
181
$475K 0.22%
19,788
+776
182
$454K 0.21%
4,966
+751
183
$452K 0.21%
12,080
+103
184
$449K 0.21%
+9,505
185
$448K 0.21%
85,885
-1,480
186
$447K 0.21%
10,937
+1,892
187
$446K 0.21%
656
+51
188
$441K 0.2%
2,676
+88
189
$441K 0.2%
7,240
+72
190
$438K 0.2%
393
+2
191
$434K 0.2%
52,015
+548
192
$432K 0.2%
2,201
+67
193
$430K 0.2%
4,285
+338
194
$423K 0.2%
+3,826
195
$421K 0.19%
4,843
+69
196
$418K 0.19%
3,123
-57
197
$412K 0.19%
13,807
-8,178
198
$412K 0.19%
5,725
+2,884
199
$408K 0.19%
1,667
+31
200
$408K 0.19%
3,253
+72
6 7
8
9 10