LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$393M
1-Year Return
23.94%
This Quarter Return
-6.68%
1 Year Return
+23.94%
3 Year Return
+75.51%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
-$17.8M
(-7.2%)
Cap. Flow
-$1.28M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
14.07%
Holding
382
New
58
Increased
83
Reduced
163
Closed
68
Top Buys
| 1 |
Yum China
YUMC
|
$1.97M |
| 2 |
TotalEnergies
TTE
|
$1.92M |
| 3 |
Unilever
UL
|
$1.82M |
| 4 |
ABB
ABB Ltd.
ABB
|
$1.81M |
| 5 |
Takeda Pharmaceutical
TAK
|
$1.77M |
Top Sells
| 1 |
TSMC
TSM
|
$3.31M |
| 2 |
Tesla
TSLA
|
$2.63M |
| 3 |
SAP
SAP
|
$2.22M |
| 4 |
Alcon
ALC
|
$1.73M |
| 5 |
HDFC Bank
HDB
|
$1.19M |
Sector Composition
| 1 | Technology | 16.78% |
| 2 | Healthcare | 13.79% |
| 3 | Financials | 12.94% |
| 4 | Industrials | 11.08% |
| 5 | Consumer Discretionary | 8.73% |
