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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$384K 0.19%
+2,160
202
$377K 0.19%
+13,432
203
$375K 0.19%
+1,647
204
$374K 0.19%
+7,149
205
$374K 0.19%
+5,517
206
$370K 0.19%
+8,128
207
$367K 0.18%
+3,181
208
$361K 0.18%
+1,392
209
$361K 0.18%
+15,595
210
$361K 0.18%
+11,987
211
$355K 0.18%
+2,275
212
$352K 0.18%
+1,408
213
$348K 0.18%
+950
214
$340K 0.17%
+8,091
215
$338K 0.17%
+12,148
216
$333K 0.17%
+19,012
217
$333K 0.17%
+2,659
218
$332K 0.17%
+19,783
219
$330K 0.17%
+11,977
220
$330K 0.17%
+5,949
221
$329K 0.17%
+7,685
222
$326K 0.16%
+1,636
223
$325K 0.16%
+3,383
224
$324K 0.16%
+869
225
$323K 0.16%
+2,339
7 8
9
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