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
251
$421K 0.14%
12,321
+69
252
$421K 0.14%
4,913
+51
253
$420K 0.14%
10,230
+872
254
$412K 0.14%
15,119
+93
255
$407K 0.13%
1,520
-6
256
$405K 0.13%
4,493
+910
257
$397K 0.13%
3,317
+12
258
$394K 0.13%
1,827
-16
259
$379K 0.12%
2,743
-7
260
$375K 0.12%
2,734
+29
261
$374K 0.12%
3,169
-5
262
$373K 0.12%
22,965
-221
263
$367K 0.12%
9,771
+66
264
$363K 0.12%
1,190
-22
265
$361K 0.12%
1,862
+19
266
$360K 0.12%
1,245
+16
267
$356K 0.12%
2,270
+3
268
$355K 0.12%
809
-8
269
$351K 0.12%
3,150
-1,086
270
$350K 0.11%
555
-6
271
$350K 0.11%
+2,180
272
$348K 0.11%
11,327
-315
273
$346K 0.11%
9,482
+34
274
$345K 0.11%
10,576
+41
275
$345K 0.11%
2,903
+26
9 10
11
12 13