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
101
$746K 0.33%
10,615
-701
102
$744K 0.33%
4,093
-1,367
103
$744K 0.33%
18,441
+509
104
$731K 0.32%
29,260
+136
105
$713K 0.31%
23,852
+10,732
106
$706K 0.31%
18,229
-3,441
107
$705K 0.31%
7,582
-1,528
108
$700K 0.31%
15,530
-688
109
$699K 0.31%
2,611
-1,811
110
$698K 0.31%
8,902
-3,227
111
$695K 0.3%
5,743
-838
112
$689K 0.3%
37,708
+2,328
113
$680K 0.3%
21,203
-2,189
114
$679K 0.3%
12,844
-897
115
$674K 0.29%
+16,361
116
$669K 0.29%
8,806
-736
117
$668K 0.29%
7,651
-6,579
118
$665K 0.29%
4,452
-1,010
119
$663K 0.29%
3,528
-1,963
120
$655K 0.29%
2,905
-3,060
121
$654K 0.29%
31,381
-149
122
$654K 0.29%
1,499
-26
123
$643K 0.28%
37,937
+607
124
$640K 0.28%
7,081
-452
125
$628K 0.27%
1,142
-160
3 4
5
6 7