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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.77M
3
+$2.97M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.93M
5
AAPL icon
Apple
AAPL
+$2.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.18%
2 Healthcare 12.61%
3 Financials 11.63%
4 Industrials 11.01%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.1M 2.57%
+46,748
2
$4.77M 2.4%
+174,016
3
$2.97M 1.49%
+88,714
4
$2.93M 1.48%
+110,201
5
$2.87M 1.45%
+21,660
6
$2.83M 1.42%
+185,580
7
$2.49M 1.26%
+83,391
8
$2.44M 1.23%
+78,844
9
$2.37M 1.19%
+16,223
10
$2.13M 1.07%
+42,517
11
$1.93M 0.97%
+16,430
12
$1.85M 0.93%
+6,757
13
$1.8M 0.91%
+49,786
14
$1.76M 0.89%
+6,729
15
$1.62M 0.82%
+18,461
16
$1.61M 0.81%
+3,309
17
$1.54M 0.78%
+6,881
18
$1.5M 0.76%
+896
19
$1.37M 0.69%
+5,185
20
$1.34M 0.67%
+29,852
21
$1.33M 0.67%
+4,872
22
$1.32M 0.66%
+10,091
23
$1.3M 0.65%
+10,801
24
$1.29M 0.65%
+70,607
25
$1.28M 0.64%
+15,622
1
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