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
$277M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$823K
3
+$578K
4
TRU icon
TransUnion
TRU
+$449K
5
JD icon
JD.com
JD
+$325K

Top Sells

1
+$1.13M
2
+$643K
3
+$636K
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$526K
5
IAA
IAA, Inc. Common Stock
IAA
+$459K

Sector Composition

1 Technology 19.25%
2 Financials 12.81%
3 Healthcare 11.66%
4 Industrials 9.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$475K 0.17%
345
-4
202
$473K 0.17%
2,898
+19
203
$472K 0.17%
2,068
+4
204
$471K 0.17%
357
-98
205
$470K 0.17%
16,519
-117
206
$467K 0.17%
3,012
-74
207
$466K 0.17%
1,533
+26
208
$463K 0.17%
1,292
+20
209
$462K 0.17%
8,686
+115
210
$462K 0.17%
16,493
+877
211
$461K 0.17%
9,069
-1,493
212
$461K 0.17%
12,855
+2,210
213
$458K 0.17%
1,854
-15
214
$456K 0.16%
24,839
+401
215
$455K 0.16%
60,063
+5,399
216
$454K 0.16%
18,909
-216
217
$452K 0.16%
4,316
-26
218
$452K 0.16%
7,862
+1,369
219
$451K 0.16%
3,613
+26
220
$450K 0.16%
6,560
+769
221
$449K 0.16%
3,366
+707
222
$449K 0.16%
+7,219
223
$447K 0.16%
1,227
+36
224
$441K 0.16%
6,300
+1,442
225
$439K 0.16%
23,647
-5,079
7 8
9
10 11