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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$543K 0.2%
6,540
+37
177
$542K 0.2%
9,339
+44
178
$542K 0.2%
2,199
-695
179
$538K 0.2%
5,464
+11
180
$535K 0.2%
24,412
-3,686
181
$534K 0.2%
7,438
+6
182
$533K 0.2%
+180,143
183
$531K 0.2%
3,408
+5
184
$531K 0.19%
8,496
-9,281
185
$523K 0.19%
2,273
+9
186
$522K 0.19%
17,174
+24
187
$521K 0.19%
16,994
+23
188
$517K 0.19%
60,446
+497
189
$516K 0.19%
14,608
-192
190
$516K 0.19%
8,010
+130
191
$515K 0.19%
4,561
+17
192
$513K 0.19%
38,937
-2,573
193
$507K 0.19%
+3,958
194
$506K 0.19%
7,436
-1,500
195
$506K 0.19%
15,018
+188
196
$498K 0.18%
1,339
+43
197
$497K 0.18%
101,714
-14,808
198
$496K 0.18%
1,931
+32
199
$493K 0.18%
12,485
+168
200
$491K 0.18%
2,948
+237
6 7
8
9 10