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
301
$274K 0.09%
+7,304
302
$274K 0.09%
1,722
+119
303
$274K 0.09%
2,501
-10
304
$273K 0.09%
625
305
$273K 0.09%
2,912
+1,228
306
$272K 0.09%
2,439
+21
307
$262K 0.09%
2,065
+20
308
$259K 0.09%
1,507
-2,191
309
$259K 0.09%
2,675
+88
310
$253K 0.08%
2,679
+3
311
$251K 0.08%
3,412
+184
312
$249K 0.08%
3,531
-7
313
$248K 0.08%
2,525
+19
314
$247K 0.08%
+1,297
315
$242K 0.08%
3,832
-55
316
$240K 0.08%
+3,379
317
$239K 0.08%
+2,410
318
$236K 0.08%
+951
319
$235K 0.08%
4,509
-84
320
$231K 0.08%
1,117
+281
321
$231K 0.08%
4,818
+54
322
$228K 0.07%
29,906
323
$227K 0.07%
5,096
+10
324
$225K 0.07%
+3,425
325
$225K 0.07%
20,525
11 12
13
14 15