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
$362M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.06M
3
+$809K
4
ZLAB icon
Zai Lab
ZLAB
+$805K
5
MFG icon
Mizuho Financial
MFG
+$760K

Top Sells

1
+$1.7M
2
+$1.58M
3
+$1.22M
4
ASML icon
ASML
ASML
+$1.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Sector Composition

1 Technology 15.92%
2 Financials 13.91%
3 Healthcare 10.01%
4 Industrials 9.93%
5 Consumer Discretionary 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$537K 0.15%
3,048
227
$529K 0.15%
5,303
-37
228
$529K 0.15%
2,960
-9
229
$528K 0.15%
23,621
+75
230
$527K 0.15%
1,451
+1
231
$522K 0.14%
4,613
-36
232
$520K 0.14%
24,246
-64
233
$519K 0.14%
51,748
+1,589
234
$518K 0.14%
1,012
-4
235
$517K 0.14%
2,330
+633
236
$513K 0.14%
18,302
+978
237
$513K 0.14%
3,930
-29
238
$510K 0.14%
49,794
-88
239
$509K 0.14%
16,536
+3,854
240
$507K 0.14%
5,302
-86
241
$505K 0.14%
31,142
+6,779
242
$504K 0.14%
6,754
-201
243
$504K 0.14%
19,958
+4,105
244
$503K 0.14%
7,543
+70
245
$502K 0.14%
17,699
+147
246
$497K 0.14%
11,781
-765
247
$490K 0.14%
8,161
+286
248
$469K 0.13%
13,883
+473
249
$466K 0.13%
6,621
+1,387
250
$465K 0.13%
2,802
-50
8 9
10
11 12