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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$574K 0.2%
2,516
-182
177
$573K 0.2%
11,568
-1,011
178
$545K 0.19%
3,657
+207
179
$542K 0.19%
15,303
180
$533K 0.19%
8,617
+327
181
$530K 0.19%
8,880
+70
182
$528K 0.19%
8,551
-1,510
183
$519K 0.18%
11,506
+193
184
$513K 0.18%
5,892
+194
185
$512K 0.18%
4,493
+64
186
$506K 0.18%
2,490
+110
187
$496K 0.18%
3,408
-21
188
$496K 0.18%
21,499
+862
189
$496K 0.18%
14,696
+405
190
$492K 0.18%
12,537
+698
191
$481K 0.17%
19,307
+1,271
192
$481K 0.17%
10,420
+1,078
193
$468K 0.17%
9,965
-14
194
$464K 0.17%
3,495
+136
195
$460K 0.16%
405
196
$460K 0.16%
+11,683
197
$450K 0.16%
6,726
+4
198
$449K 0.16%
9,124
+1,863
199
$448K 0.16%
5,145
-59
200
$448K 0.16%
11,836
+424
6 7
8
9 10