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
76
$1.33M 0.37%
7,719
-150
77
$1.29M 0.36%
5,292
-35
78
$1.28M 0.35%
3,209
-34
79
$1.28M 0.35%
17,846
-63
80
$1.27M 0.35%
4,749
-107
81
$1.22M 0.34%
39,167
-65
82
$1.2M 0.33%
26,068
-2,570
83
$1.18M 0.33%
20,169
+62
84
$1.17M 0.32%
20,209
-4,130
85
$1.15M 0.32%
12,900
+1,318
86
$1.13M 0.31%
10,848
+710
87
$1.11M 0.31%
35,796
+2,726
88
$1.1M 0.3%
19,075
+179
89
$1.1M 0.3%
17,344
-1,078
90
$1.05M 0.29%
11,959
-1,589
91
$1.02M 0.28%
85,516
-4,588
92
$967K 0.27%
49,367
+13,246
93
$963K 0.27%
13,243
+248
94
$938K 0.26%
5,502
+44
95
$936K 0.26%
6,311
+847
96
$936K 0.26%
2,515
-35
97
$930K 0.26%
12,641
-445
98
$928K 0.26%
5,568
+2,417
99
$914K 0.25%
28,118
+593
100
$910K 0.25%
5,627
-481
2 3
4
5 6