LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$3.3M
2 +$1.64M
3 +$1.62M
4
HDB icon
HDFC Bank
HDB
+$1.6M
5
TEL icon
TE Connectivity
TEL
+$1.44M

Top Sells

1 +$1.82M
2 +$1.45M
3 +$1.34M
4
FMS icon
Fresenius Medical Care
FMS
+$895K
5
ASX icon
ASE Group
ASX
+$886K

Sector Composition

1 Technology 17.92%
2 Financials 14.22%
3 Healthcare 12.3%
4 Industrials 10.1%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
10,965