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
351
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361
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-8,550
362
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363
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