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
126
$624K 0.27%
14,673
-5,556
127
$624K 0.27%
5,523
-1,786
128
$622K 0.27%
13,275
-10,965
129
$619K 0.27%
16,900
-2,540
130
$618K 0.27%
7,276
+2,254
131
$616K 0.27%
+4,593
132
$612K 0.27%
1,585
-865
133
$610K 0.27%
8,451
-160
134
$598K 0.26%
2,642
-1,950
135
$593K 0.26%
11,834
-1,025
136
$589K 0.26%
26,150
-356
137
$581K 0.25%
536
-523
138
$579K 0.25%
11,491
-2,041
139
$574K 0.25%
2,081
-894
140
$567K 0.25%
3,510
-2,185
141
$566K 0.25%
3,764
-29
142
$563K 0.25%
3,370
-1,430
143
$558K 0.24%
49,807
-14,370
144
$556K 0.24%
3,386
-1,690
145
$556K 0.24%
14,886
-236
146
$554K 0.24%
2,537
-5,111
147
$553K 0.24%
2,838
-1,401
148
$551K 0.24%
2,386
-1,475
149
$550K 0.24%
6,686
-66
150
$549K 0.24%
5,676
-5,702
4 5
6
7 8