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
151
$724K 0.2%
5,919
-28
152
$723K 0.2%
12,594
-410
153
$719K 0.2%
4,682
+34
154
$719K 0.2%
9,197
-1,078
155
$718K 0.2%
3,857
-81
156
$718K 0.2%
7,517
-257
157
$705K 0.19%
26,860
-372
158
$705K 0.19%
2,256
-33
159
$700K 0.19%
34,729
-977
160
$700K 0.19%
8,936
-121
161
$698K 0.19%
67,871
-367
162
$698K 0.19%
3,294
-30
163
$697K 0.19%
13,832
-234
164
$693K 0.19%
1,429
-22
165
$685K 0.19%
9,663
+133
166
$679K 0.19%
7,151
-16,605
167
$679K 0.19%
2,932
-20
168
$677K 0.19%
16,851
-481
169
$674K 0.19%
3,849
-94
170
$673K 0.19%
8,023
-89
171
$671K 0.19%
16,316
-436
172
$669K 0.18%
9,246
-264
173
$668K 0.18%
2,829
-17
174
$666K 0.18%
14,376
-117
175
$664K 0.18%
18,196
-96
5 6
7
8 9