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
51
$1.85M 0.47%
20,960
+13,809
52
$1.83M 0.47%
17,623
+8
53
$1.83M 0.46%
37,148
+5,885
54
$1.82M 0.46%
11,770
+127
55
$1.8M 0.46%
57,175
+2,561
56
$1.74M 0.44%
22,231
+271
57
$1.71M 0.43%
7,735
-241
58
$1.66M 0.42%
5,626
-232
59
$1.66M 0.42%
32,917
+353
60
$1.64M 0.42%
2,056
-13
61
$1.61M 0.41%
7,271
-172
62
$1.55M 0.39%
5,197
+103
63
$1.55M 0.39%
4,000
+92
64
$1.5M 0.38%
9,828
-266
65
$1.48M 0.38%
16,935
+10
66
$1.47M 0.37%
17,782
+21
67
$1.47M 0.37%
30,612
-7,469
68
$1.46M 0.37%
7,834
-427
69
$1.41M 0.36%
59,001
+619
70
$1.39M 0.35%
56,853
+3,056
71
$1.37M 0.35%
7,485
-234
72
$1.36M 0.35%
24,289
+5,214
73
$1.34M 0.34%
12,630
-11
74
$1.32M 0.34%
237,588
+99,604
75
$1.32M 0.33%
22,394
+2,225
1 2
3
4 5