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
176
$455K 0.2%
+1,362
177
$454K 0.2%
+2,836
178
$451K 0.2%
+194,318
179
$451K 0.2%
33,851
-12,838
180
$449K 0.2%
+28,988
181
$445K 0.19%
+10,231
182
$440K 0.19%
2,076
+620
183
$438K 0.19%
6,018
-2,279
184
$436K 0.19%
2,216
+999
185
$436K 0.19%
+927
186
$433K 0.19%
+5,759
187
$433K 0.19%
+2,301
188
$433K 0.19%
2,605
-3,651
189
$432K 0.19%
4,236
+1,976
190
$431K 0.19%
12,391
+2,875
191
$430K 0.19%
12,520
-1,403
192
$429K 0.19%
11,371
-698
193
$426K 0.19%
+5,945
194
$424K 0.19%
+18,243
195
$423K 0.18%
+1,763
196
$422K 0.18%
13,093
+6,419
197
$421K 0.18%
+4,500
198
$421K 0.18%
+2,819
199
$421K 0.18%
6,549
-311
200
$419K 0.18%
+2,321
6 7
8
9 10