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
$229M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.82M
4
ABB
ABB Ltd
ABB
+$1.81M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.77M

Top Sells

1
+$3.31M
2
+$2.63M
3
+$2.22M
4
ALC icon
Alcon
ALC
+$1.73M
5
HDB icon
HDFC Bank
HDB
+$1.19M

Sector Composition

1 Technology 16.78%
2 Healthcare 13.79%
3 Financials 12.94%
4 Industrials 10.95%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.67%
18,966
-2,959
27
$1.53M 0.67%
12,907
+2,743
28
$1.49M 0.65%
+270,484
29
$1.47M 0.64%
5,722
-1,947
30
$1.47M 0.64%
36,671
+9,514
31
$1.41M 0.61%
7,529
+3,861
32
$1.4M 0.61%
7,490
+2,717
33
$1.4M 0.61%
28,013
-10,138
34
$1.4M 0.61%
20,356
-48,332
35
$1.38M 0.6%
14,891
-2,373
36
$1.37M 0.6%
37,537
+31,265
37
$1.36M 0.59%
+302,387
38
$1.36M 0.59%
4,773
+390
39
$1.34M 0.59%
13,392
40
$1.34M 0.58%
+10,551
41
$1.3M 0.57%
43,176
+642
42
$1.29M 0.56%
+328,144
43
$1.25M 0.55%
10,781
+6,627
44
$1.24M 0.54%
78,071
-1,012
45
$1.24M 0.54%
11,651
+9,070
46
$1.22M 0.53%
+40,318
47
$1.21M 0.53%
5,592
+2,171
48
$1.2M 0.53%
4,505
+1,117
49
$1.18M 0.51%
96,990
+40,260
50
$1.16M 0.5%
18,596
+4,014
1
2
3 4 5