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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$570K 0.2%
18,031
+1,046
177
$569K 0.2%
16,971
+341
178
$568K 0.2%
4,508
-9
179
$566K 0.2%
2,264
-11
180
$564K 0.2%
11,480
-1,486
181
$563K 0.2%
4,733
+322
182
$562K 0.2%
8,297
+254
183
$559K 0.2%
41,510
+179
184
$554K 0.19%
17,150
+631
185
$553K 0.19%
5,926
-53
186
$547K 0.19%
59,949
-114
187
$541K 0.19%
1,899
-2,000
188
$540K 0.19%
9,269
+418
189
$539K 0.19%
2,867
+3
190
$538K 0.19%
3,591
+248
191
$535K 0.19%
23,031
+53
192
$533K 0.19%
40,647
+541
193
$529K 0.18%
381
+36
194
$528K 0.18%
3,694
+34
195
$519K 0.18%
1,282
196
$518K 0.18%
149,694
-1,920
197
$515K 0.18%
19,638
+729
198
$515K 0.18%
138,731
+702
199
$511K 0.18%
9,167
+98
200
$505K 0.18%
2,914
+16
6 7
8
9 10