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
151
$528K 0.23%
+11,483
152
$526K 0.23%
19,763
-9,362
153
$525K 0.23%
11,849
-505
154
$523K 0.23%
5,965
-246
155
$516K 0.23%
4,472
-202
156
$515K 0.23%
4,310
+131
157
$514K 0.22%
+16,013
158
$513K 0.22%
139,407
+81,545
159
$511K 0.22%
3,669
-2,315
160
$509K 0.22%
6,740
+405
161
$509K 0.22%
108,237
+44,474
162
$507K 0.22%
6,194
-4,607
163
$494K 0.22%
5,559
-447
164
$492K 0.22%
16,236
+299
165
$488K 0.21%
+85,054
166
$485K 0.21%
16,977
+306
167
$484K 0.21%
+122,137
168
$482K 0.21%
+9,063
169
$481K 0.21%
+16,860
170
$481K 0.21%
4,548
+519
171
$481K 0.21%
1,884
-193
172
$480K 0.21%
11,886
-160
173
$476K 0.21%
10,100
-1,768
174
$468K 0.2%
5,841
-92
175
$466K 0.2%
358
-35
5 6
7
8 9