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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$490K 0.18%
20,425
-2,606
202
$488K 0.18%
8,517
+40
203
$488K 0.18%
11,813
+27
204
$486K 0.18%
1,289
+7
205
$483K 0.18%
8,859
-1,727
206
$481K 0.18%
4,918
+185
207
$481K 0.18%
35,030
-5,665
208
$478K 0.18%
3,671
+80
209
$471K 0.17%
7,070
-1,243
210
$468K 0.17%
2,983
-11
211
$467K 0.17%
2,114
+26
212
$466K 0.17%
25,496
+449
213
$464K 0.17%
366
+8
214
$464K 0.17%
1,819
+11
215
$464K 0.17%
59,532
+1,534
216
$461K 0.17%
11,904
+286
217
$460K 0.17%
9,286
+17
218
$459K 0.17%
+8,416
219
$457K 0.17%
21,340
+264
220
$451K 0.17%
6,272
+81
221
$450K 0.17%
16,883
+321
222
$449K 0.16%
13,543
-6,095
223
$449K 0.16%
2,947
+33
224
$449K 0.16%
21,281
-20
225
$447K 0.16%
2,233
-16
7 8
9
10 11