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
201
$417K 0.18%
8,180
-580
202
$417K 0.18%
3,893
-181
203
$408K 0.18%
19,427
-2,481
204
$404K 0.18%
4,968
-27,297
205
$403K 0.18%
+15,445
206
$402K 0.18%
15,699
-891
207
$401K 0.18%
19,014
-1,041
208
$399K 0.17%
9,931
-164
209
$398K 0.17%
3,808
-374
210
$398K 0.17%
4,249
-87
211
$391K 0.17%
11,578
-385
212
$391K 0.17%
10,546
-699
213
$391K 0.17%
+218,602
214
$391K 0.17%
+19,635
215
$389K 0.17%
+6,936
216
$388K 0.17%
1,926
-177
217
$387K 0.17%
+8,144
218
$386K 0.17%
+5,591
219
$386K 0.17%
9,658
-1,129
220
$385K 0.17%
3,164
-98
221
$382K 0.17%
+2,156
222
$378K 0.17%
2,543
-1,444
223
$378K 0.17%
8,437
-431
224
$377K 0.16%
13,985
+4,405
225
$375K 0.16%
3,048
-265
7 8
9
10 11