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
$272M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$1.5M
4
ALC icon
Alcon
ALC
+$1.26M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$4.7M
2
+$2.14M
3
+$1.7M
4
AON icon
Aon
AON
+$1.68M
5
TEAM icon
Atlassian
TEAM
+$1.45M

Sector Composition

1 Technology 17.92%
2 Financials 13.73%
3 Healthcare 11.57%
4 Industrials 10.57%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.17M 2.26%
121,627
-92,553
2
$5.75M 2.11%
128,939
-7,838
3
$4.18M 1.54%
131,343
+3,233
4
$3.7M 1.36%
121,625
+2,404
5
$3.51M 1.29%
20,522
+2
6
$3.26M 1.2%
123,615
+2,759
7
$3.23M 1.19%
127,355
-2,597
8
$2.91M 1.07%
66,960
-16,380
9
$2.87M 1.05%
126,911
-4,129
10
$2.61M 0.96%
4,851
-324
11
$2.4M 0.88%
6,453
-334
12
$2.2M 0.81%
72,384
+49,403
13
$2.19M 0.8%
33,286
+6,499
14
$2.16M 0.79%
16,685
-306
15
$2.15M 0.79%
11,934
-2,091
16
$2.14M 0.79%
284,905
+220,392
17
$2.1M 0.77%
6,823
+22
18
$2.04M 0.75%
26,518
+16,344
19
$2.03M 0.75%
3,989
-137
20
$2.02M 0.74%
36,202
+35
21
$1.97M 0.72%
14,148
-40
22
$1.97M 0.72%
36,653
-481
23
$1.93M 0.71%
124,967
+851
24
$1.93M 0.71%
22,236
-239
25
$1.9M 0.7%
33,424
+11,459
1
2 3 4 5