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
$305M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$1.5M
3
+$755K
4
HMC icon
Honda
HMC
+$649K
5
LIN icon
Linde
LIN
+$641K

Top Sells

1
+$1.61M
2
+$1.44M
3
+$1.3M
4
ATHM icon
Autohome
ATHM
+$1.12M
5
CLB icon
Core Laboratories
CLB
+$490K

Sector Composition

1 Technology 18.76%
2 Financials 14.74%
3 Healthcare 11.39%
4 Industrials 10.36%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$495K 0.16%
+1,300
227
$492K 0.16%
+7,928
228
$491K 0.16%
21,478
+138
229
$491K 0.16%
19,381
-60
230
$491K 0.16%
21,501
+220
231
$478K 0.16%
9,315
-24
232
$476K 0.16%
60,386
+854
233
$470K 0.15%
2,234
+1
234
$470K 0.15%
1,330
-9
235
$464K 0.15%
194,084
+3,074
236
$453K 0.15%
9,485
+199
237
$453K 0.15%
2,272
-160
238
$452K 0.15%
19,025
-113
239
$451K 0.15%
3,033
-5
240
$449K 0.15%
10,805
-3,803
241
$442K 0.15%
7,488
-242
242
$441K 0.14%
942
+5
243
$440K 0.14%
9,259
+273
244
$437K 0.14%
4,406
+10
245
$436K 0.14%
11,590
246
$433K 0.14%
7,442
+51
247
$430K 0.14%
12,160
+256
248
$428K 0.14%
3,944
+41
249
$424K 0.14%
2,159
-40
250
$423K 0.14%
281
+6
8 9
10
11 12