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
176
$593K 0.19%
3,952
-6
177
$592K 0.19%
18,409
-159
178
$590K 0.19%
1,763
-1
179
$590K 0.19%
8,375
+83
180
$586K 0.19%
48,080
+143
181
$584K 0.19%
180,130
-13
182
$583K 0.19%
+2,418
183
$580K 0.19%
11,136
-55
184
$574K 0.19%
5,354
-110
185
$574K 0.19%
365
-1
186
$569K 0.19%
1,823
+4
187
$568K 0.19%
7,366
-70
188
$568K 0.19%
8,486
-10
189
$567K 0.19%
2,793
-746
190
$566K 0.19%
8,489
+95
191
$566K 0.19%
25,620
+124
192
$566K 0.19%
2,959
-24
193
$565K 0.19%
16,415
+107
194
$564K 0.19%
3,726
+55
195
$563K 0.18%
7,564
+704
196
$562K 0.18%
68,284
+2,842
197
$561K 0.18%
+5,552
198
$560K 0.18%
7,164
+94
199
$553K 0.18%
158,088
+6,764
200
$547K 0.18%
2,108
-6
6 7
8
9 10