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
$225M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$563K
3
+$520K
4
BJ icon
BJs Wholesale Club
BJ
+$454K
5
MMM icon
3M
MMM
+$435K

Top Sells

1
+$1.56M
2
+$713K
3
+$703K
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
SNN icon
Smith & Nephew
SNN
+$595K

Sector Composition

1 Technology 18.85%
2 Healthcare 12.81%
3 Financials 12.21%
4 Industrials 10.49%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.77M 2.12%
123,326
-40,364
2
$4.46M 1.98%
37,092
-4,184
3
$3.67M 1.63%
94,158
+2,791
4
$3.29M 1.46%
125,225
+3,173
5
$3.15M 1.4%
25,346
+119
6
$3.14M 1.4%
85,562
+1,578
7
$3.12M 1.38%
18,771
+2,620
8
$2.92M 1.3%
21,311
-152
9
$2.87M 1.28%
82,088
+2,113
10
$2.55M 1.13%
131,850
-36,352
11
$2.14M 0.95%
39,482
-1,837
12
$1.93M 0.86%
7,147
+28
13
$1.72M 0.76%
2,491
-394
14
$1.64M 0.73%
5,546
-974
15
$1.52M 0.68%
41,648
-7,080
16
$1.48M 0.66%
17,118
+568
17
$1.44M 0.64%
4,130
-2,013
18
$1.43M 0.63%
5,949
+11
19
$1.41M 0.63%
7,233
-14
20
$1.39M 0.62%
5,707
+88
21
$1.38M 0.61%
10,596
-225
22
$1.37M 0.61%
68,600
-960
23
$1.37M 0.61%
9,751
-448
24
$1.35M 0.6%
16,928
-1,516
25
$1.34M 0.6%
4,374
-534
1
2 3 4 5