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
76
$1.16M 0.38%
12,678
+12
77
$1.15M 0.38%
18,399
-52
78
$1.15M 0.38%
9,790
-183
79
$1.13M 0.37%
30,561
+177
80
$1.12M 0.37%
35,092
+5,596
81
$1.12M 0.37%
37,132
+175
82
$1.04M 0.34%
20,728
-6,272
83
$1.04M 0.34%
5,222
-15
84
$1.03M 0.34%
13,190
-130
85
$1.03M 0.34%
13,414
-136
86
$1.03M 0.34%
17,646
+232
87
$1.01M 0.33%
4,545
-5
88
$995K 0.33%
7,928
-98
89
$994K 0.33%
6,343
+3
90
$994K 0.33%
11,643
-211
91
$994K 0.33%
52,849
-1,226
92
$979K 0.32%
15,914
+2,010
93
$969K 0.32%
29,010
+175
94
$949K 0.31%
15,886
-155
95
$935K 0.31%
6,271
-23
96
$928K 0.3%
6,963
+3,301
97
$914K 0.3%
3,090
-12
98
$913K 0.3%
7,551
-59
99
$912K 0.3%
32,501
-39,883
100
$894K 0.29%
3,073
+29
2 3
4
5 6