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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$652K 0.18%
5,765
-44
177
$651K 0.18%
68,238
-4,022
178
$649K 0.18%
2,846
+2
179
$649K 0.18%
4,739
+64
180
$648K 0.18%
41,348
-455
181
$643K 0.18%
13,004
-111
182
$642K 0.17%
6,953
-66
183
$639K 0.17%
14,066
-230
184
$637K 0.17%
7,012
-82
185
$636K 0.17%
40,621
+445
186
$634K 0.17%
12,833
-773
187
$633K 0.17%
19,609
-59
188
$628K 0.17%
29,365
-323
189
$625K 0.17%
+4,834
190
$617K 0.17%
3,008
+785
191
$616K 0.17%
4,885
-68
192
$615K 0.17%
316
-1
193
$614K 0.17%
1,805
-37
194
$612K 0.17%
4,028
-42
195
$610K 0.17%
12,965
+6,938
196
$610K 0.17%
12,546
+3,446
197
$608K 0.17%
3,732
-21
198
$604K 0.16%
19,660
-417
199
$603K 0.16%
26,089
-90
200
$597K 0.16%
6,468
-216
6 7
8
9 10