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
$247M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.34M
3
+$1.26M
4
MLPA icon
Global X MLP ETF
MLPA
+$648K
5
LKQ icon
LKQ Corp
LKQ
+$583K

Top Sells

1
+$1.99M
2
+$1.21M
3
+$1.15M
4
META icon
Meta Platforms (Facebook)
META
+$1.1M
5
UL icon
Unilever
UL
+$843K

Sector Composition

1 Technology 17.01%
2 Healthcare 15.15%
3 Financials 12.33%
4 Industrials 9.78%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$393K 0.16%
2,192
+728
202
$389K 0.16%
20,055
-1,444
203
$381K 0.15%
2,468
-22
204
$377K 0.15%
12,069
+1,978
205
$375K 0.15%
6,500
-226
206
$370K 0.15%
19,991
+684
207
$366K 0.15%
8,852
+3,261
208
$365K 0.15%
11,590
209
$360K 0.15%
+6,192
210
$350K 0.14%
1,154
+379
211
$348K 0.14%
5,391
+246
212
$346K 0.14%
901
+44
213
$344K 0.14%
1,099
+12
214
$340K 0.14%
8,869
+279
215
$339K 0.14%
24,530
+663
216
$338K 0.14%
9,516
-449
217
$337K 0.14%
+2,893
218
$331K 0.13%
2,736
-759
219
$327K 0.13%
4,061
+1,474
220
$326K 0.13%
1,368
-24
221
$325K 0.13%
5,892
+41
222
$322K 0.13%
1,456
-33
223
$321K 0.13%
18,570
+593
224
$321K 0.13%
3,173
+501
225
$320K 0.13%
11,669
+2,165
7 8
9
10 11