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
251
$457K 0.13%
3,670
-261
252
$450K 0.12%
4,750
-660
253
$449K 0.12%
8,010
+117
254
$446K 0.12%
5,830
-29
255
$440K 0.12%
+18,663
256
$437K 0.12%
77,957
+2,570
257
$436K 0.12%
31,712
+8,933
258
$428K 0.12%
191,831
+62,540
259
$416K 0.12%
3,785
+200
260
$412K 0.11%
3,956
-17
261
$406K 0.11%
3,789
-1,334
262
$405K 0.11%
2,627
+83
263
$403K 0.11%
1,508
-61
264
$400K 0.11%
2,284
+81
265
$399K 0.11%
18,156
+5,902
266
$399K 0.11%
+8,035
267
$395K 0.11%
2,833
-18
268
$389K 0.11%
2,596
-11
269
$389K 0.11%
10,240
+100
270
$384K 0.11%
5,821
+1,210
271
$381K 0.11%
+4,832
272
$370K 0.1%
2,421
-80
273
$366K 0.1%
6,474
-127
274
$365K 0.1%
8,056
-57
275
$355K 0.1%
3,112
-2,380
9 10
11
12 13