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
$217M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$768K
3
+$449K
4
FMC icon
FMC
FMC
+$423K
5
SAN icon
Banco Santander
SAN
+$392K

Top Sells

1
+$647K
2
+$581K
3
+$441K
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$361K
5
MLPA icon
Global X MLP ETF
MLPA
+$342K

Sector Composition

1 Technology 19.26%
2 Healthcare 12.79%
3 Financials 12.19%
4 Industrials 11%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$407K 0.19%
2,319
-37
202
$406K 0.19%
1,401
-7
203
$405K 0.19%
2,010
-150
204
$403K 0.19%
2,591
-336
205
$400K 0.18%
10,220
-3,861
206
$398K 0.18%
7,887
+38
207
$395K 0.18%
4,131
+1,397
208
$392K 0.18%
+114,170
209
$391K 0.18%
8,147
+19
210
$390K 0.18%
1,605
+305
211
$389K 0.18%
8,493
-2,148
212
$389K 0.18%
6,962
-38
213
$386K 0.18%
1,630
-56
214
$379K 0.18%
3,391
+8
215
$379K 0.18%
10,329
-3,103
216
$377K 0.17%
2,293
+18
217
$374K 0.17%
2,620
+44
218
$355K 0.16%
+9,635
219
$352K 0.16%
3,696
-47
220
$349K 0.16%
8,078
-13
221
$348K 0.16%
3,782
-29
222
$346K 0.16%
1,396
+4
223
$343K 0.16%
15,890
-6,097
224
$343K 0.16%
2,392
+53
225
$343K 0.16%
19,751
-32
7 8
9
10 11