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
201
$546K 0.18%
2,977
+29
202
$545K 0.18%
9,863
-66
203
$542K 0.18%
2,861
-4
204
$540K 0.18%
7,040
+1,084
205
$538K 0.18%
23,959
-453
206
$537K 0.18%
3,417
+9
207
$537K 0.18%
+95,400
208
$530K 0.17%
8,050
+40
209
$529K 0.17%
2,951
+4
210
$528K 0.17%
6,270
-2
211
$527K 0.17%
17,414
+240
212
$525K 0.17%
17,056
+173
213
$525K 0.17%
1,312
+23
214
$524K 0.17%
13,601
+58
215
$519K 0.17%
6,985
+149
216
$518K 0.17%
+89,978
217
$516K 0.17%
4,887
-31
218
$514K 0.17%
17,613
+347
219
$512K 0.17%
12,630
+145
220
$512K 0.17%
8,427
-90
221
$510K 0.17%
7,424
-14
222
$505K 0.17%
8,897
+38
223
$503K 0.17%
10,088
+140
224
$499K 0.16%
8,449
+105
225
$497K 0.16%
1,921
-10
7 8
9
10 11