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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$637K 0.18%
2,984
+20
177
$635K 0.18%
6,321
-3
178
$633K 0.18%
4,052
+270
179
$628K 0.18%
382
+31
180
$627K 0.18%
12,678
+631
181
$626K 0.18%
2,623
+12
182
$624K 0.18%
2,968
183
$624K 0.18%
49,762
+846
184
$624K 0.18%
5,873
+964
185
$620K 0.17%
2,136
+13
186
$617K 0.17%
5,796
+107
187
$615K 0.17%
5,783
-3,397
188
$603K 0.17%
1,403
+35
189
$600K 0.17%
5,775
+75
190
$599K 0.17%
35,994
+10,080
191
$596K 0.17%
72,116
+1,787
192
$595K 0.17%
8,246
+116
193
$594K 0.17%
3,358
+4
194
$593K 0.17%
3,980
-574
195
$588K 0.17%
+2,444
196
$586K 0.17%
16,472
+240
197
$586K 0.17%
6,673
-2,697
198
$586K 0.17%
7,901
+452
199
$584K 0.16%
2,292
+18
200
$574K 0.16%
13,149
+2,280
6 7
8
9 10