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
201
$608K 0.17%
4,057
+29
202
$608K 0.17%
2,494
-6
203
$608K 0.17%
19,978
+318
204
$605K 0.17%
8,261
-37
205
$604K 0.17%
28,071
+6,170
206
$601K 0.17%
312
-4
207
$599K 0.17%
+13,293
208
$590K 0.16%
5,179
-113
209
$588K 0.16%
14,074
+222
210
$585K 0.16%
8,269
+623
211
$581K 0.16%
2,132
+1
212
$579K 0.16%
26,382
-101
213
$578K 0.16%
2,379
-32
214
$577K 0.16%
19,593
-16
215
$574K 0.16%
2,316
-21
216
$574K 0.16%
14,666
+59
217
$571K 0.16%
40,532
-89
218
$568K 0.16%
11,395
+3
219
$561K 0.16%
12,767
-139
220
$561K 0.15%
2,658
-30
221
$560K 0.15%
101,789
+2,642
222
$556K 0.15%
+8,750
223
$552K 0.15%
38,522
-11
224
$549K 0.15%
9,278
+78
225
$546K 0.15%
1,063
+6
7 8
9
10 11