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
1
$5.39M 2.36%
136,624
-6,049
2
$4.67M 2.04%
55,594
-526
3
$3.48M 1.52%
125,572
+3,013
4
$3.21M 1.41%
117,435
+2,043
5
$3.01M 1.32%
133,083
-19,558
6
$2.87M 1.25%
20,769
-8
7
$2.72M 1.19%
119,637
-2,725
8
$2.66M 1.16%
120,216
+4,415
9
$2.1M 0.92%
25,951
-753
10
$2.08M 0.91%
7,730
-378
11
$2M 0.87%
31,944
+21,581
12
$1.97M 0.86%
+41,694
13
$1.95M 0.85%
67,637
+14,266
14
$1.92M 0.84%
8,963
+950
15
$1.92M 0.84%
+41,356
16
$1.91M 0.83%
91,050
-15,843
17
$1.82M 0.8%
+41,496
18
$1.81M 0.79%
+70,611
19
$1.8M 0.79%
5,561
+150
20
$1.77M 0.77%
+136,695
21
$1.75M 0.76%
+15,609
22
$1.68M 0.73%
+69,110
23
$1.63M 0.71%
+12,537
24
$1.61M 0.7%
+110,978
25
$1.58M 0.69%
31,383
+14,279
1
2 3 4 5