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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$481K 0.21%
2,555
-161
177
$476K 0.21%
21,977
+12,848
178
$474K 0.21%
11,918
+981
179
$473K 0.21%
20,034
+246
180
$470K 0.21%
2,102
-210
181
$470K 0.21%
2,450
-1,642
182
$462K 0.21%
11,043
+22
183
$461K 0.2%
2,228
+27
184
$460K 0.2%
3,798
+1,178
185
$460K 0.2%
9,093
-435
186
$454K 0.2%
+9,548
187
$451K 0.2%
19,788
+37
188
$448K 0.2%
1,212
-189
189
$446K 0.2%
19,486
+3,596
190
$446K 0.2%
5,594
-408
191
$443K 0.2%
8,489
-4
192
$443K 0.2%
2,688
+12
193
$442K 0.2%
7,129
-111
194
$439K 0.2%
7,711
-176
195
$436K 0.19%
111,447
-2,723
196
$433K 0.19%
3,469
-1,460
197
$433K 0.19%
3,296
+43
198
$429K 0.19%
374
-19
199
$424K 0.19%
2,215
-78
200
$420K 0.19%
67,622
-18,263
6 7
8
9 10