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
$281M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.86M
3
+$1.62M
4
TECH icon
Bio-Techne
TECH
+$1.53M
5
SHEL icon
Shell
SHEL
+$1.43M

Top Sells

1
+$2.3M
2
+$1.51M
3
+$1.18M
4
EPAM icon
EPAM Systems
EPAM
+$1.09M
5
PHG icon
Philips
PHG
+$1.08M

Sector Composition

1 Technology 18.64%
2 Healthcare 16.02%
3 Financials 11.75%
4 Industrials 9.74%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.95M 3.54%
64,443
-14,902
2
$6.98M 2.48%
66,928
-3,460
3
$5.04M 1.79%
125,084
+12,186
4
$4.29M 1.53%
119,163
+8,062
5
$3.89M 1.38%
159,537
+10,814
6
$3.69M 1.31%
21,112
-1
7
$3.6M 1.28%
108,421
+7,054
8
$3.28M 1.17%
29,551
-2,077
9
$3.23M 1.15%
109,207
+6,322
10
$3.05M 1.08%
117,831
+6,235
11
$2.95M 1.05%
26,597
+183
12
$2.54M 0.91%
7,546
+847
13
$2.51M 0.89%
31,666
+4,060
14
$2.48M 0.88%
7,748
+1,363
15
$2.37M 0.84%
17,652
+12,106
16
$2.2M 0.78%
17,647
-1,279
17
$2.18M 0.78%
31,594
+7,109
18
$2.05M 0.73%
8,152
+270
19
$2.04M 0.73%
3,057
+264
20
$1.99M 0.71%
14,421
+2,047
21
$1.96M 0.7%
23,743
+1,830
22
$1.88M 0.67%
+27,882
23
$1.86M 0.66%
+30,435
24
$1.86M 0.66%
22,355
+590
25
$1.85M 0.66%
32,620
-1,827
1
2 3 4 5