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
276
$269K 0.12%
3,777
+63
277
$266K 0.12%
1,894
+213
278
$264K 0.12%
6,243
-17,074
279
$260K 0.11%
3,965
-86
280
$259K 0.11%
5,204
-23,850
281
$256K 0.11%
4,646
-20,145
282
$254K 0.11%
4,499
-21,057
283
$253K 0.11%
29,795
-97,448
284
$250K 0.11%
4,620
285
$249K 0.11%
783
-9
286
$247K 0.11%
10,604
-880
287
$246K 0.11%
7,621
-395
288
$240K 0.1%
15,303
289
$235K 0.1%
1,174
+6
290
$234K 0.1%
1,312
-9
291
$230K 0.1%
4,576
-1,316
292
$230K 0.1%
1,851
+69
293
$228K 0.1%
2,467
-32
294
$228K 0.1%
13,002
-98
295
$227K 0.1%
35,474
-132,993
296
$221K 0.1%
3,438
+43
297
$221K 0.1%
50,536
+37,000
298
$217K 0.09%
1,663
+17
299
$216K 0.09%
877
+9
300
$213K 0.09%
3,394
-26
10 11
12
13 14