LWAM
Legacy Wealth Asset Management Portfolio holdings
AUM
$393M
This Quarter Return
+11.22%
1 Year Return
+23.94%
3 Year Return
+75.51%
5 Year Return
–
10 Year Return
–
AUM
$305M
AUM Growth
+$305M
(+12%)
Cap. Flow
+$4.71M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
15.15%
Holding
351
New
18
Increased
159
Reduced
151
Closed
13
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$4.54M |
| 2 |
Accenture
ACN
|
$1.5M |
| 3 |
Yum China
YUMC
|
$755K |
| 4 |
Honda
HMC
|
$649K |
| 5 |
Linde
LIN
|
$641K |
Top Sells
| 1 |
Grupo Aeroportuario del Pacifico
PAC
|
$1.61M |
| 2 |
POSCO
PKX
|
$1.44M |
| 3 |
JD.com
JD
|
$1.3M |
| 4 |
Autohome
ATHM
|
$1.12M |
| 5 |
Core Laboratories
CLB
|
$490K |
Sector Composition
| 1 | Technology | 18.76% |
| 2 | Financials | 14.74% |
| 3 | Healthcare | 11.39% |
| 4 | Industrials | 10.43% |
| 5 | Consumer Discretionary | 8.33% |