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
301
$301K 0.08%
801
302
$301K 0.08%
5,568
-14,567
303
$300K 0.08%
+1,855
304
$298K 0.08%
+937
305
$288K 0.08%
+1,328
306
$287K 0.08%
4,177
+115
307
$281K 0.08%
4,425
+760
308
$276K 0.08%
4,040
-13
309
$275K 0.08%
4,204
+70
310
$271K 0.07%
4,593
-20,762
311
$266K 0.07%
5,641
+7
312
$262K 0.07%
3,934
-9
313
$260K 0.07%
702
314
$259K 0.07%
2,587
-6,346
315
$256K 0.07%
2,842
316
$253K 0.07%
4,103
-35
317
$253K 0.07%
+749
318
$252K 0.07%
+3,945
319
$250K 0.07%
2,395
-82
320
$250K 0.07%
5,657
-134
321
$239K 0.07%
+1,593
322
$237K 0.07%
1,789
-14
323
$236K 0.07%
674
-35
324
$235K 0.07%
+1,088
325
$227K 0.06%
4,237
-548
11 12
13
14 15