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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$446K 0.16%
2,672
+558
202
$444K 0.16%
11,590
203
$442K 0.16%
2,150
+58
204
$435K 0.15%
7,226
+19
205
$435K 0.15%
3,311
+53
206
$433K 0.15%
3,168
-265
207
$433K 0.15%
11,766
+432
208
$430K 0.15%
1,464
-173
209
$424K 0.15%
1,087
+60
210
$422K 0.15%
15,148
+833
211
$416K 0.15%
857
-6
212
$416K 0.15%
3,383
+1,031
213
$414K 0.15%
4,194
+161
214
$410K 0.15%
+10,091
215
$409K 0.15%
17,977
+894
216
$395K 0.14%
43,289
+871
217
$392K 0.14%
+4,016
218
$389K 0.14%
1,561
+66
219
$388K 0.14%
1,306
+18
220
$367K 0.13%
26,273
-663
221
$364K 0.13%
2,606
+32
222
$364K 0.13%
5,024
+38
223
$364K 0.13%
47,997
+3,985
224
$361K 0.13%
+1,698
225
$360K 0.13%
3,423
+37
7 8
9
10 11