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
$305M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$1.5M
3
+$755K
4
HMC icon
Honda
HMC
+$649K
5
LIN icon
Linde
LIN
+$641K

Top Sells

1
+$1.61M
2
+$1.44M
3
+$1.3M
4
ATHM icon
Autohome
ATHM
+$1.12M
5
CLB icon
Core Laboratories
CLB
+$490K

Sector Composition

1 Technology 18.76%
2 Financials 14.74%
3 Healthcare 11.39%
4 Industrials 10.36%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.7%
13,847
-2,838
27
$2.13M 0.7%
31,576
-1,710
28
$2.12M 0.7%
12,974
-294
29
$2.11M 0.69%
245,500
+28,389
30
$2.02M 0.66%
12,700
-1,448
31
$2M 0.66%
207,090
+16,407
32
$1.97M 0.65%
12,901
+55
33
$1.94M 0.64%
75,428
+5,163
34
$1.94M 0.64%
4,395
-11
35
$1.92M 0.63%
28,840
+2,026
36
$1.89M 0.62%
56,292
-192
37
$1.87M 0.61%
60,392
+20,998
38
$1.86M 0.61%
7,657
-103
39
$1.85M 0.61%
12,685
+82
40
$1.85M 0.61%
36,655
+2
41
$1.83M 0.6%
515
-34
42
$1.82M 0.6%
23,010
+500
43
$1.81M 0.6%
76,097
+1,667
44
$1.81M 0.59%
47,358
+2,220
45
$1.79M 0.59%
4,392
-12
46
$1.78M 0.58%
5,258
+913
47
$1.72M 0.56%
55,608
+5,877
48
$1.7M 0.56%
11,908
+245
49
$1.65M 0.54%
11,913
-246
50
$1.61M 0.53%
8,170
-148
1
2
3 4 5