LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$393M
This Quarter Return
+19.24%
1 Year Return
+23.94%
3 Year Return
+75.51%
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
15.56%
Holding
280
New
280
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TSMC
TSM
|
$5.1M |
| 2 |
Global X MLP ETF
MLPA
|
$4.77M |
| 3 |
Inspire Global Hope ETF
BLES
|
$2.97M |
| 4 |
Inspire Corporate Bond ETF
IBD
|
$2.93M |
| 5 |
Apple
AAPL
|
$2.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Healthcare | 12.61% |
| 3 | Financials | 11.63% |
| 4 | Industrials | 11.01% |
| 5 | Consumer Discretionary | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Hackett Group
HCKT
$573M
| $145K | 0.07% |
+10,052
| New | +$145K |
|
|
LFC
277
DELISTED
China Life Insurance Company Ltd.
LFC
| $137K | 0.07% |
+12,358
| New | +$137K |
|
|
DRD
278
DRDGold
DRD
$1.59B
| $134K | 0.07% |
+11,410
| New | +$134K |
|
279
Mueller Water Products
MWA
$4.12B
| $129K | 0.07% |
+10,442
| New | +$129K |
|
280
Cemex
CX
$13.2B
| $63K | 0.03% |
+12,209
| New | +$63K |
|