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
$286M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$832K
3
+$585K
4
USB icon
US Bancorp
USB
+$530K
5
VFC icon
VF Corp
VFC
+$514K

Top Sells

1
+$2.37M
2
+$1.39M
3
+$1.16M
4
SYK icon
Stryker
SYK
+$800K
5
NVDA icon
NVIDIA
NVDA
+$612K

Sector Composition

1 Technology 19.38%
2 Financials 13.65%
3 Healthcare 11.83%
4 Industrials 9.97%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 3.79%
214,180
+16,425
2
$5.87M 2.05%
136,777
-87
3
$4.28M 1.5%
128,110
-2,261
4
$3.98M 1.39%
20,520
+8
5
$3.83M 1.34%
119,221
-1,299
6
$3.53M 1.23%
83,340
-14,460
7
$3.36M 1.17%
120,856
-2,619
8
$3.22M 1.12%
22,950
+1,090
9
$3.05M 1.06%
129,952
+3,855
10
$3.03M 1.06%
131,040
+2,500
11
$2.84M 0.99%
8,238
-19
12
$2.59M 0.9%
6,787
-398
13
$2.43M 0.85%
5,175
-139
14
$2.41M 0.84%
118,694
+48,518
15
$2.32M 0.81%
16,991
-42
16
$2.31M 0.81%
6,760
-294
17
$2.28M 0.8%
3,147
-17
18
$2.27M 0.79%
22,475
-174
19
$2.25M 0.79%
14,025
-146
20
$2.25M 0.79%
97,471
-1,136
21
$2.1M 0.73%
6,801
+43
22
$2.09M 0.73%
60,038
+406
23
$2.06M 0.72%
18,113
-405
24
$2.04M 0.71%
36,167
-3,691
25
$2.02M 0.7%
4,126
-22
1
2 3 4 5