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
276
$343K 0.11%
13,956
+356
277
$338K 0.11%
4,200
+26
278
$335K 0.11%
6,829
-11
279
$334K 0.11%
6,151
+34
280
$328K 0.11%
2,696
+29
281
$322K 0.11%
6,844
+602
282
$312K 0.1%
2,191
+94
283
$309K 0.1%
+8,604
284
$307K 0.1%
1,867
+6
285
$307K 0.1%
2,398
+27
286
$304K 0.1%
+2,275
287
$304K 0.1%
3,601
+23
288
$301K 0.1%
801
289
$301K 0.1%
631
+2
290
$298K 0.1%
3,819
291
$296K 0.1%
5,858
+1,190
292
$296K 0.1%
2,179
+266
293
$296K 0.1%
15,195
+98
294
$295K 0.1%
739
-6
295
$288K 0.09%
3,051
-1,055
296
$287K 0.09%
642
-1
297
$285K 0.09%
+1,368
298
$283K 0.09%
3,215
-1,419
299
$281K 0.09%
799
+2
300
$280K 0.09%
1,387
-5
10 11
12
13 14