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
126
$737K 0.24%
908
-11
127
$736K 0.24%
9,239
+30
128
$736K 0.24%
3,095
+43
129
$727K 0.24%
4,308
+573
130
$726K 0.24%
9,828
-66
131
$726K 0.24%
10,546
-271
132
$721K 0.24%
6,208
-792
133
$718K 0.24%
34,835
+57
134
$716K 0.23%
26,122
-374
135
$711K 0.23%
2,053
-15
136
$705K 0.23%
1,555
+1
137
$704K 0.23%
90,834
-3,869
138
$700K 0.23%
19,497
-429
139
$696K 0.23%
2,835
-23
140
$695K 0.23%
9,033
-11
141
$695K 0.23%
3,312
-12
142
$691K 0.23%
3,058
-12
143
$691K 0.23%
3,577
-3
144
$690K 0.23%
4,458
-74
145
$690K 0.23%
9,526
-7
146
$689K 0.23%
568
+11
147
$683K 0.22%
4,023
+14
148
$677K 0.22%
19,538
-168
149
$675K 0.22%
2,276
-9
150
$674K 0.22%
2,251
-4
4 5
6
7 8