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
51
$1.15M 0.5%
18,221
+15,240
52
$1.15M 0.5%
10,664
-8,693
53
$1.15M 0.5%
3,042
+2,469
54
$1.14M 0.5%
+52,786
55
$1.14M 0.5%
+34,386
56
$1.13M 0.49%
4,108
+2,245
57
$1.13M 0.49%
13,352
+5,046
58
$1.12M 0.49%
3,660
+1,309
59
$1.1M 0.48%
9,986
-29
60
$1.09M 0.48%
4,093
+814
61
$1.09M 0.48%
+79,585
62
$1.09M 0.48%
16,305
-12,226
63
$1.08M 0.47%
216,313
+199,552
64
$1.07M 0.47%
11,914
+1,696
65
$1.02M 0.45%
5,050
-600
66
$1.02M 0.44%
619
+176
67
$1M 0.44%
9,436
+1,534
68
$983K 0.43%
27,372
-10,627
69
$980K 0.43%
16,964
-312
70
$980K 0.43%
1,722
+897
71
$952K 0.42%
16,567
-1,826
72
$941K 0.41%
6,507
-1,748
73
$932K 0.41%
11,722
-245
74
$929K 0.41%
+3,209
75
$929K 0.41%
17,540
+1,978
1 2
3
4 5