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
251
$325K 0.14%
1,110
+11
252
$323K 0.14%
+12,209
253
$319K 0.14%
1,603
-22
254
$315K 0.14%
2,002
+42
255
$314K 0.14%
3,672
-478
256
$312K 0.14%
3,159
+2
257
$312K 0.14%
16,409
-13,261
258
$311K 0.14%
8,800
-69
259
$311K 0.14%
29,904
260
$308K 0.13%
8,571
+2,503
261
$307K 0.13%
846
-55
262
$303K 0.13%
5,142
+36
263
$298K 0.13%
1,621
-4,886
264
$293K 0.13%
705
-2,818
265
$293K 0.13%
3,102
-71
266
$289K 0.13%
875
-48
267
$287K 0.13%
2,622
-114
268
$286K 0.13%
10,736
+8
269
$285K 0.12%
64,139
-144,505
270
$285K 0.12%
+8,940
271
$280K 0.12%
3,378
+49
272
$280K 0.12%
1,003
-2,296
273
$278K 0.12%
1,995
-21
274
$273K 0.12%
4,698
-29,786
275
$272K 0.12%
9,324
-40,802
9 10
11
12 13