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
$362M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.06M
3
+$809K
4
ZLAB icon
Zai Lab
ZLAB
+$805K
5
MFG icon
Mizuho Financial
MFG
+$760K

Top Sells

1
+$1.7M
2
+$1.58M
3
+$1.22M
4
ASML icon
ASML
ASML
+$1.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Sector Composition

1 Technology 15.92%
2 Financials 13.91%
3 Healthcare 10.01%
4 Industrials 9.93%
5 Consumer Discretionary 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.47%
2,494
+681
52
$1.69M 0.47%
2,069
-43
53
$1.69M 0.47%
8,356
+399
54
$1.64M 0.45%
32,564
+334
55
$1.63M 0.45%
54,614
+667
56
$1.62M 0.45%
7,443
+107
57
$1.61M 0.45%
5,087
-423
58
$1.61M 0.45%
5,342
+418
59
$1.61M 0.45%
8,261
-368
60
$1.59M 0.44%
21,960
+1,207
61
$1.59M 0.44%
5,094
-5,464
62
$1.57M 0.43%
15,294
+673
63
$1.55M 0.43%
30,801
+844
64
$1.52M 0.42%
227,229
-7,065
65
$1.52M 0.42%
16,925
-3
66
$1.51M 0.42%
11,643
-156
67
$1.5M 0.41%
3,908
+129
68
$1.49M 0.41%
53,797
+891
69
$1.48M 0.41%
10,094
+72
70
$1.47M 0.41%
2,394
-52
71
$1.47M 0.41%
17,761
-674
72
$1.46M 0.4%
5,858
-151
73
$1.42M 0.39%
58,382
+4,879
74
$1.41M 0.39%
53,171
+12,205
75
$1.38M 0.38%
31,263
+18,298
1 2
3
4 5