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
$367M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$939K
3
+$904K
4
ATR icon
AptarGroup
ATR
+$858K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Top Sells

1
+$2.46M
2
+$1.51M
3
+$958K
4
AAPL icon
Apple
AAPL
+$855K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$493K

Sector Composition

1 Technology 18.38%
2 Financials 12.85%
3 Healthcare 9.93%
4 Industrials 9.61%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$596K 0.16%
2,952
-34
202
$595K 0.16%
5,410
-110
203
$594K 0.16%
23,546
-142
204
$593K 0.16%
2,337
-6
205
$589K 0.16%
9,200
+503
206
$584K 0.16%
1,451
-7
207
$584K 0.16%
5,340
-36
208
$583K 0.16%
1,375
-10
209
$582K 0.16%
5,388
-62
210
$582K 0.16%
26,483
-211
211
$579K 0.16%
9,690
-39
212
$577K 0.16%
5,123
-948
213
$570K 0.16%
1,057
214
$569K 0.15%
3,151
+33
215
$568K 0.15%
2,411
-21
216
$565K 0.15%
10,060
-526
217
$565K 0.15%
14,607
+2,613
218
$565K 0.15%
9,984
-304
219
$562K 0.15%
6,955
-321
220
$561K 0.15%
2,131
-7
221
$558K 0.15%
2,969
-10
222
$556K 0.15%
15,127
+4,131
223
$555K 0.15%
2,391
+14
224
$551K 0.15%
11,392
-198
225
$547K 0.15%
+1,699
7 8
9
10 11