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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$420K 0.19%
793
-205
202
$420K 0.19%
5,370
-355
203
$416K 0.18%
3,848
+22
204
$416K 0.18%
2,758
+28
205
$414K 0.18%
9,535
-13,702
206
$414K 0.18%
7,069
+107
207
$412K 0.18%
9,858
-362
208
$412K 0.18%
1,676
-460
209
$405K 0.18%
2,465
+73
210
$404K 0.18%
9,707
+72
211
$404K 0.18%
6,818
-79
212
$404K 0.18%
5,060
-1,104
213
$398K 0.18%
3,237
-154
214
$398K 0.18%
8,355
-890
215
$398K 0.18%
2,546
-45
216
$396K 0.18%
3,381
-76
217
$392K 0.17%
4,777
-189
218
$391K 0.17%
3,986
-145
219
$389K 0.17%
3,064
-59
220
$380K 0.17%
6,537
-1,119
221
$379K 0.17%
1,839
-171
222
$379K 0.17%
+15,345
223
$377K 0.17%
3,953
+583
224
$371K 0.16%
3,726
+30
225
$369K 0.16%
1,659
+29
7 8
9
10 11