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
76
$915K 0.4%
18,055
-333
77
$895K 0.39%
63,714
+9,856
78
$872K 0.38%
19,640
-5,150
79
$862K 0.38%
+40,786
80
$861K 0.38%
12,120
-1,400
81
$855K 0.37%
25,647
+844
82
$855K 0.37%
5,948
-2,332
83
$849K 0.37%
34,075
+975
84
$846K 0.37%
11,899
-2,558
85
$845K 0.37%
5,175
-657
86
$838K 0.37%
14,964
-2,425
87
$835K 0.37%
13,595
-10,160
88
$822K 0.36%
5,906
+325
89
$799K 0.35%
20,743
+2,220
90
$793K 0.35%
11,034
-3,113
91
$791K 0.35%
12,569
-120
92
$781K 0.34%
5,049
-977
93
$780K 0.34%
+5,258
94
$775K 0.34%
30,140
-2,185
95
$774K 0.34%
11,389
-2,856
96
$772K 0.34%
7,543
-5,062
97
$763K 0.33%
12,374
-355
98
$761K 0.33%
+9,208
99
$755K 0.33%
13,766
-1,157
100
$747K 0.33%
6,684
-3,205
2 3
4
5 6