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
176
$664K 0.18%
13,445
+612
177
$663K 0.18%
6,890
-63
178
$658K 0.18%
1,474
-30
179
$657K 0.18%
3,911
-71
180
$657K 0.18%
9,681
-9
181
$655K 0.18%
75,123
+16,153
182
$654K 0.18%
6,978
-34
183
$654K 0.18%
15,364
+237
184
$653K 0.18%
15,475
-254
185
$646K 0.18%
29,570
+205
186
$643K 0.18%
6,353
-115
187
$643K 0.18%
4,015
+20
188
$639K 0.18%
7,699
-87
189
$638K 0.18%
7,643
-4,365
190
$636K 0.18%
2,998
-169
191
$636K 0.18%
5,639
-76
192
$636K 0.18%
9,765
-295
193
$632K 0.17%
1,347
-28
194
$631K 0.17%
2,379
-12
195
$627K 0.17%
+19,555
196
$627K 0.17%
1,796
-9
197
$627K 0.17%
4,903
-36
198
$621K 0.17%
4,726
-13
199
$613K 0.17%
3,726
-6
200
$612K 0.17%
10,036
+52
6 7
8
9 10