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
$355M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.82M
4
V icon
Visa
V
+$1.78M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.76M

Top Sells

1
+$2.43M
2
+$1.38M
3
+$1.26M
4
SPGI icon
S&P Global
SPGI
+$1.22M
5
TJX icon
TJX Companies
TJX
+$1.11M

Sector Composition

1 Technology 18.96%
2 Financials 12.79%
3 Healthcare 10.25%
4 Industrials 9.67%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$573K 0.16%
6,677
-1,942
202
$571K 0.16%
14,531
+1,966
203
$570K 0.16%
17,443
+226
204
$568K 0.16%
13,051
+230
205
$561K 0.16%
+26,762
206
$558K 0.16%
307
+23
207
$558K 0.16%
204,224
+3,695
208
$556K 0.16%
38,392
+906
209
$554K 0.16%
1,858
+33
210
$551K 0.16%
2,327
+53
211
$541K 0.15%
14,360
+9,225
212
$538K 0.15%
6,689
+164
213
$537K 0.15%
1,410
+13
214
$537K 0.15%
5,381
+156
215
$534K 0.15%
100,550
+1,928
216
$534K 0.15%
7,776
+202
217
$532K 0.15%
3,128
+115
218
$527K 0.15%
7,988
+154
219
$527K 0.15%
7,973
+160
220
$525K 0.15%
1,049
+5
221
$518K 0.15%
7,362
+253
222
$518K 0.15%
8,631
+439
223
$515K 0.15%
23,017
+1,206
224
$512K 0.14%
18,025
+646
225
$509K 0.14%
4,878
+299
7 8
9
10 11