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
76
$1.31M 0.33%
45,390
-24,755
77
$1.3M 0.33%
84,753
-53,818
78
$1.29M 0.33%
22,674
-3,394
79
$1.29M 0.33%
13,242
-1
80
$1.28M 0.33%
20,895
-12,357
81
$1.27M 0.32%
4,690
+170
82
$1.26M 0.32%
17,817
-29
83
$1.24M 0.32%
7,212
-3,684
84
$1.19M 0.3%
18,666
-1,543
85
$1.18M 0.3%
2,431
+37
86
$1.16M 0.3%
5,311
+19
87
$1.16M 0.29%
8,036
-119
88
$1.16M 0.29%
3,242
+33
89
$1.16M 0.29%
40,291
+1,124
90
$1.15M 0.29%
5,479
-23
91
$1.13M 0.29%
4,730
-19
92
$1.12M 0.28%
10,878
+30
93
$1.1M 0.28%
30,713
+391
94
$1.09M 0.28%
8,817
+82
95
$1.08M 0.28%
76,598
-8,918
96
$1.08M 0.27%
5,643
+16
97
$1.07M 0.27%
6,811
+500
98
$1.05M 0.27%
2,715
-40
99
$1.04M 0.27%
5,576
+8
100
$1.03M 0.26%
29,980
+1,862
2 3
4
5 6