LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.72M
3
+$1.42M
4
AON icon
Aon
AON
+$1.36M
5
ADP icon
Automatic Data Processing
ADP
+$1.26M

Top Sells

1
+$2.06M
2
+$1.84M
3
+$1.56M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.47M
5
PGR icon
Progressive
PGR
+$1.31M

Sector Composition

1 Technology 20.14%
2 Financials 13.67%
3 Industrials 10.22%
4 Healthcare 8.07%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$674K 0.16%
8,969
+35
202
$670K 0.16%
5,013
-1,798
203
$666K 0.16%
8,257
+55
204
$656K 0.16%
194,100
+936
205
$656K 0.16%
3,795
-57
206
$656K 0.16%
18,067
+69
207
$651K 0.16%
1,063
208
$650K 0.16%
5,678
+167
209
$649K 0.16%
13,589
+120
210
$647K 0.16%
7,728
+129
211
$647K 0.16%
2,394
+15
212
$643K 0.16%
4,393
+641
213
$639K 0.16%
7,048
+54
214
$639K 0.16%
5,981
+66
215
$638K 0.16%
3,905
+43
216
$631K 0.15%
6,674
-721
217
$628K 0.15%
1,031
+11
218
$623K 0.15%
15,900
-17,349
219
$619K 0.15%
10,535
+193
220
$618K 0.15%
2,371
+29
221
$614K 0.15%
11,396
+1
222
$614K 0.15%
1,342
223
$611K 0.15%
12,423
+767
224
$609K 0.15%
8,519
+160
225
$609K 0.15%
6,176
-928
7 8
9
10 11