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
101
$894K 0.29%
24,206
-1,749
102
$885K 0.29%
5,176
-592
103
$875K 0.29%
5,136
+35
104
$870K 0.29%
6,041
-361
105
$842K 0.28%
7,310
-77
106
$841K 0.28%
15,798
+1,013
107
$836K 0.27%
13,909
+3,480
108
$827K 0.27%
5,720
+32
109
$807K 0.26%
3,413
+19
110
$796K 0.26%
5,663
+22
111
$790K 0.26%
8,478
+934
112
$786K 0.26%
71,796
-25,551
113
$782K 0.26%
11,159
+5
114
$779K 0.26%
11,266
+4,581
115
$779K 0.26%
3,544
+54
116
$771K 0.25%
2,677
-22
117
$763K 0.25%
12,954
-107
118
$759K 0.25%
33,331
-4,976
119
$757K 0.25%
7,802
+20
120
$753K 0.25%
11,895
-300
121
$752K 0.25%
3,377
-21
122
$750K 0.25%
12,271
+164
123
$749K 0.25%
4,671
+10
124
$742K 0.24%
49,391
+10,454
125
$739K 0.24%
28,330
-847
3 4
5
6 7