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
151
$673K 0.22%
5,461
+41
152
$668K 0.22%
4,015
+439
153
$664K 0.22%
6,645
+20
154
$654K 0.21%
40,932
-578
155
$652K 0.21%
59,605
-841
156
$643K 0.21%
101,805
+91
157
$640K 0.21%
27,627
-544
158
$640K 0.21%
13,804
-285
159
$637K 0.21%
34,502
-528
160
$634K 0.21%
2,505
-28
161
$624K 0.2%
5,666
-28
162
$622K 0.2%
6,644
+104
163
$621K 0.2%
9,319
+131
164
$621K 0.2%
2,193
-6
165
$620K 0.2%
10,733
-15
166
$618K 0.2%
7,932
-484
167
$612K 0.2%
12,001
+188
168
$610K 0.2%
7,533
+14
169
$605K 0.2%
2,598
-11
170
$604K 0.2%
4,550
-11
171
$601K 0.2%
95,377
+10,638
172
$598K 0.2%
17,187
+193
173
$595K 0.2%
14,998
-20
174
$594K 0.19%
7,230
-43
175
$593K 0.19%
2,264
-9
5 6
7
8 9