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
276
$354K 0.1%
3,819
277
$353K 0.1%
6,994
+63
278
$352K 0.1%
1,789
-37
279
$351K 0.1%
14,474
+5,057
280
$347K 0.1%
2,979
+35
281
$345K 0.1%
1,154
-151
282
$343K 0.09%
9,063
-41
283
$342K 0.09%
10,067
+2,258
284
$341K 0.09%
9,182
-1,729
285
$338K 0.09%
3,352
-15
286
$334K 0.09%
579
+3
287
$333K 0.09%
988
-11
288
$331K 0.09%
2,420
+591
289
$326K 0.09%
2,349
-141
290
$322K 0.09%
1,790
-291
291
$322K 0.09%
2,103
-102
292
$319K 0.09%
6,597
+1,151
293
$315K 0.09%
+3,263
294
$314K 0.09%
1,404
-44
295
$314K 0.09%
850
-88
296
$313K 0.09%
2,105
-292
297
$312K 0.09%
626
-33
298
$311K 0.09%
+1,658
299
$307K 0.09%
1,003
+241
300
$301K 0.08%
+2,382
10 11
12
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