LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.77M
3
+$3.03M
4
BZ icon
Kanzhun
BZ
+$2.61M
5
ASML icon
ASML
ASML
+$1.84M

Top Sells

1
+$6.32M
2
+$5.09M
3
+$2.22M
4
SAN icon
Banco Santander
SAN
+$1.02M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$1.02M

Sector Composition

1 Technology 17.93%
2 Financials 13.19%
3 Industrials 10.22%
4 Healthcare 9.21%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$497K 0.13%
5,232
-70
252
$496K 0.13%
39,667
+1,145
253
$488K 0.12%
18,266
-36
254
$486K 0.12%
14,382
+308
255
$483K 0.12%
8,287
+126
256
$483K 0.12%
12,585
-182
257
$481K 0.12%
5,950
+129
258
$478K 0.12%
894
+44
259
$473K 0.12%
2,340
+10
260
$472K 0.12%
10,206
+170
261
$467K 0.12%
6,640
+43
262
$461K 0.12%
8,158
+148
263
$461K 0.12%
2,728
+101
264
$458K 0.12%
+6,991
265
$450K 0.11%
5,769
-61
266
$445K 0.11%
2,798
-4
267
$435K 0.11%
14,462
-12
268
$429K 0.11%
14,336
+453
269
$424K 0.11%
575
-4
270
$421K 0.11%
3,193
+214
271
$418K 0.11%
31,060
-82
272
$417K 0.11%
3,819
273
$416K 0.11%
4,564
-49
274
$412K 0.1%
2,170
+67
275
$406K 0.1%
8,210
+154
9 10
11
12 13