LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$748K 0.18%
12,225
+4,067
177
$746K 0.18%
6,643
-72
178
$740K 0.18%
11,842
+2,210
179
$740K 0.18%
2,621
+13
180
$738K 0.18%
2,165
+20
181
$732K 0.18%
3,631
-1,680
182
$731K 0.18%
20,915
+88
183
$729K 0.18%
20,526
+880
184
$726K 0.18%
14,387
+205
185
$725K 0.18%
7,758
-1,446
186
$723K 0.18%
9,575
-126
187
$715K 0.17%
22,954
+96
188
$714K 0.17%
2,811
+132
189
$708K 0.17%
2,860
+12
190
$707K 0.17%
2,967
-897
191
$705K 0.17%
78,387
-1,413
192
$704K 0.17%
14,990
+520
193
$702K 0.17%
30,531
+887
194
$699K 0.17%
1,643
-45
195
$698K 0.17%
7,863
+218
196
$695K 0.17%
3,502
+22
197
$690K 0.17%
7,880
-147
198
$680K 0.17%
4,841
+742
199
$676K 0.16%
3,059
+127
200
$675K 0.16%
2,856
+21
6 7
8
9 10