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
$229M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.82M
4
ABB
ABB Ltd
ABB
+$1.81M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.77M

Top Sells

1
+$3.31M
2
+$2.63M
3
+$2.22M
4
ALC icon
Alcon
ALC
+$1.73M
5
HDB icon
HDFC Bank
HDB
+$1.19M

Sector Composition

1 Technology 16.78%
2 Healthcare 13.79%
3 Financials 12.94%
4 Industrials 10.95%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$372K 0.16%
3,325
+432
227
$370K 0.16%
3,598
-1,571
228
$367K 0.16%
+7,739
229
$367K 0.16%
9,846
+994
230
$366K 0.16%
10,034
-306
231
$364K 0.16%
17,366
-1,806
232
$361K 0.16%
23,917
-613
233
$360K 0.16%
2,158
+285
234
$359K 0.16%
+1,753
235
$358K 0.16%
+3,519
236
$354K 0.15%
2,456
-12
237
$353K 0.15%
7,795
-3,566
238
$352K 0.15%
+1,521
239
$352K 0.15%
11,590
240
$351K 0.15%
1,250
-118
241
$347K 0.15%
2,298
+106
242
$346K 0.15%
14,070
-762
243
$342K 0.15%
5,264
-127
244
$342K 0.15%
7,694
+1,194
245
$340K 0.15%
+4,502
246
$331K 0.14%
12,076
-174
247
$330K 0.14%
1,786
-3,751
248
$327K 0.14%
1,110
-44
249
$326K 0.14%
6,817
+625
250
$325K 0.14%
18,876
+306
8 9
10
11 12