LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.77M
3
+$3.03M
4
BZ icon
Kanzhun
BZ
+$2.61M
5
ASML icon
ASML
ASML
+$1.84M

Top Sells

1
+$6.32M
2
+$5.09M
3
+$2.22M
4
SAN icon
Banco Santander
SAN
+$1.02M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$1.02M

Sector Composition

1 Technology 17.93%
2 Financials 13.19%
3 Industrials 10.22%
4 Healthcare 9.21%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$334K 0.08%
5,568
302
$332K 0.08%
5,769
+112
303
$331K 0.08%
4,295
+91
304
$330K 0.08%
9,152
+89
305
$328K 0.08%
+9,146
306
$328K 0.08%
1,821
+31
307
$327K 0.08%
+7,788
308
$324K 0.08%
3,264
-525
309
$322K 0.08%
1,542
+214
310
$321K 0.08%
5,809
+168
311
$320K 0.08%
4,510
+85
312
$315K 0.08%
2,511
+91
313
$314K 0.08%
2,127
+22
314
$305K 0.08%
979
-9
315
$304K 0.08%
693
-9
316
$303K 0.08%
+1,387
317
$298K 0.08%
+3,538
318
$292K 0.07%
5,230
-1,764
319
$292K 0.07%
4,593
320
$290K 0.07%
2,587
321
$288K 0.07%
1,015
+12
322
$275K 0.07%
6,777
-155,592
323
$274K 0.07%
4,335
+158
324
$272K 0.07%
+2,022
325
$268K 0.07%
+1,154
11 12
13
14 15