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
$362M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.06M
3
+$809K
4
ZLAB icon
Zai Lab
ZLAB
+$805K
5
MFG icon
Mizuho Financial
MFG
+$760K

Top Sells

1
+$1.7M
2
+$1.58M
3
+$1.22M
4
ASML icon
ASML
ASML
+$1.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$822K

Sector Composition

1 Technology 15.92%
2 Financials 13.91%
3 Healthcare 10.01%
4 Industrials 9.93%
5 Consumer Discretionary 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$803K 0.22%
3,541
-121
127
$801K 0.22%
32,562
-1,125
128
$800K 0.22%
410
-6
129
$797K 0.22%
102,714
-4,877
130
$792K 0.22%
3,055
+35
131
$790K 0.22%
1,554
-46
132
$784K 0.22%
1,324
-36
133
$776K 0.21%
2,540
-45
134
$768K 0.21%
7,316
+71
135
$760K 0.21%
+137,984
136
$759K 0.21%
8,735
+142
137
$755K 0.21%
5,688
-77
138
$754K 0.21%
3,235
-72
139
$754K 0.21%
5,140
-94
140
$753K 0.21%
1,137
-1,637
141
$751K 0.21%
6,720
+408
142
$745K 0.21%
195,022
-5,904
143
$744K 0.21%
4,856
-29
144
$743K 0.21%
7,614
-1,199
145
$743K 0.21%
25,757
-332
146
$736K 0.2%
4,190
-68
147
$736K 0.2%
23,627
-624
148
$735K 0.2%
5,721
-73
149
$728K 0.2%
+37,471
150
$727K 0.2%
1,985
-26
4 5
6
7 8