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
26
$2.54M 0.65%
3,258
-54
27
$2.46M 0.63%
5,021
-275
28
$2.44M 0.62%
72,508
-5,084
29
$2.43M 0.62%
137,075
+2,056
30
$2.41M 0.61%
22,466
-659
31
$2.38M 0.6%
25,642
-3,592
32
$2.33M 0.59%
20,337
+82
33
$2.32M 0.59%
60,642
-13,038
34
$2.28M 0.58%
7,381
-77
35
$2.23M 0.57%
24,792
-693
36
$2.21M 0.56%
13,768
+66
37
$2.2M 0.56%
2,461
-33
38
$2.2M 0.56%
15,515
+221
39
$2.18M 0.55%
4,465
-622
40
$2.17M 0.55%
6,115
-412
41
$2.13M 0.54%
47,636
-7,809
42
$2.12M 0.54%
12,544
+46
43
$2.11M 0.54%
7,292
+1,950
44
$2.07M 0.53%
26,067
+30
45
$2.06M 0.52%
8,786
-2
46
$2.06M 0.52%
10,242
-1,734
47
$2.03M 0.51%
119,594
-15,376
48
$2.01M 0.51%
8,442
+86
49
$1.96M 0.5%
142,605
-74,199
50
$1.87M 0.47%
33,249
+2,448
1
2
3 4 5