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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$503K 0.18%
64,513
+420
202
$496K 0.17%
14,830
-31
203
$488K 0.17%
12,317
+60
204
$487K 0.17%
2,360
+21
205
$483K 0.17%
7,530
+52
206
$480K 0.17%
1,808
+16
207
$480K 0.17%
4,407
+91
208
$480K 0.17%
16,660
+167
209
$477K 0.17%
9,064
+378
210
$476K 0.17%
7,880
+18
211
$474K 0.17%
25,047
+208
212
$472K 0.16%
10,092
-219
213
$471K 0.16%
21,076
+381
214
$471K 0.16%
2,711
+189
215
$470K 0.16%
9,946
+398
216
$467K 0.16%
14,480
+107
217
$461K 0.16%
8,815
+22
218
$456K 0.16%
57,998
+357
219
$453K 0.16%
83,158
+1,126
220
$451K 0.16%
7,591
+68
221
$449K 0.16%
1,543
-15
222
$449K 0.16%
2,088
+20
223
$447K 0.16%
1,182
-45
224
$446K 0.16%
3,636
+23
225
$444K 0.16%
16,239
+251
7 8
9
10 11