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
51
$1.61M 0.53%
17,133
-141
52
$1.58M 0.52%
30,424
-90
53
$1.58M 0.52%
20,248
-6,270
54
$1.55M 0.51%
169,991
-2,391
55
$1.53M 0.5%
1,895
-52
56
$1.47M 0.48%
11,719
+1,223
57
$1.45M 0.48%
19,185
-78
58
$1.45M 0.48%
17,572
-845
59
$1.44M 0.47%
5,670
+576
60
$1.44M 0.47%
45,385
+2,505
61
$1.43M 0.47%
72,665
-8,452
62
$1.43M 0.47%
17,467
-120
63
$1.38M 0.45%
12,287
-89
64
$1.38M 0.45%
5,280
-171
65
$1.37M 0.45%
31,699
-2,439
66
$1.33M 0.44%
2,275
+21
67
$1.29M 0.42%
16,958
+134
68
$1.27M 0.42%
58,629
+6,762
69
$1.27M 0.42%
8,653
+429
70
$1.26M 0.41%
9,788
+23
71
$1.23M 0.4%
9,417
+53
72
$1.23M 0.4%
8,228
+625
73
$1.21M 0.4%
39,347
-220
74
$1.2M 0.4%
290,933
+896
75
$1.19M 0.39%
35,020
+542
1 2
3
4 5