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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$477K 0.19%
2,077
-439
177
$463K 0.19%
+6,335
178
$460K 0.19%
11,963
-574
179
$460K 0.19%
3,313
-95
180
$459K 0.19%
12,046
+280
181
$457K 0.19%
7,393
+2,053
182
$457K 0.19%
16,590
-69
183
$454K 0.18%
6,006
-218
184
$448K 0.18%
+4,074
185
$446K 0.18%
14,832
-316
186
$439K 0.18%
4,182
-348
187
$439K 0.18%
4,336
+142
188
$438K 0.18%
10,787
-896
189
$433K 0.18%
50,151
+2,154
190
$431K 0.17%
10,340
-80
191
$431K 0.17%
4,029
-2,391
192
$423K 0.17%
3,262
+94
193
$421K 0.17%
8,868
+251
194
$419K 0.17%
8,760
-120
195
$414K 0.17%
2,103
-47
196
$413K 0.17%
1,625
+64
197
$411K 0.17%
5,022
+1,006
198
$400K 0.16%
4,150
+1,429
199
$396K 0.16%
12,250
+414
200
$393K 0.16%
2,383
+685
6 7
8
9 10