LWAM

Legacy Wealth Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.3%
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.77M
3
+$3.03M
4
BZ icon
Kanzhun
BZ
+$2.61M
5
ASML icon
ASML
ASML
+$1.84M

Top Sells

1
+$6.32M
2
+$5.09M
3
+$2.22M
4
SAN icon
Banco Santander
SAN
+$1.02M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$1.02M

Sector Composition

1 Technology 17.93%
2 Financials 13.19%
3 Industrials 10.22%
4 Healthcare 9.21%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$684K 0.17%
2,848
-693
177
$683K 0.17%
1,474
178
$682K 0.17%
1,342
-5
179
$679K 0.17%
5,174
-5
180
$679K 0.17%
9,204
+7
181
$675K 0.17%
20,827
-14,969
182
$673K 0.17%
9,701
+38
183
$671K 0.17%
2,932
184
$671K 0.17%
14,470
+94
185
$669K 0.17%
7,599
-100
186
$667K 0.17%
8,027
+4
187
$667K 0.17%
5,915
-4
188
$666K 0.17%
3,852
+3
189
$664K 0.17%
7,395
+79
190
$657K 0.17%
2,249
-7
191
$656K 0.17%
2,379
192
$652K 0.17%
2,835
+6
193
$651K 0.17%
3,777
+38
194
$650K 0.17%
9,632
-49
195
$643K 0.16%
+14,182
196
$642K 0.16%
31,777
+65
197
$641K 0.16%
19,646
+53
198
$637K 0.16%
6,994
+104
199
$634K 0.16%
7,750
+136
200
$633K 0.16%
7,645
+2
6 7
8
9 10