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
1
$10.7M 3.5%
211,560
+89,933
2
$5.27M 1.73%
118,889
-10,050
3
$4.97M 1.63%
139,115
+7,772
4
$4.44M 1.46%
128,017
+6,392
5
$3.9M 1.28%
20,276
-246
6
$3.89M 1.28%
11,086
+4,263
7
$3.82M 1.25%
129,438
+5,823
8
$3.29M 1.08%
8,014
+1,561
9
$2.99M 0.98%
60,310
-6,650
10
$2.92M 0.96%
123,907
-3,004
11
$2.79M 0.91%
115,374
-11,981
12
$2.58M 0.85%
4,422
-429
13
$2.49M 0.82%
16,881
-856
14
$2.32M 0.76%
22,327
+91
15
$2.32M 0.76%
10,754
+422
16
$2.3M 0.75%
33,679
+255
17
$2.29M 0.75%
53,995
+17,793
18
$2.23M 0.73%
12,171
+237
19
$2.22M 0.73%
155,528
+30,561
20
$2.21M 0.73%
3,711
-278
21
$2.2M 0.72%
233,868
-51,037
22
$2.18M 0.72%
19,550
-500
23
$2.18M 0.71%
3,084
-144
24
$2.16M 0.71%
6,393
-86
25
$2.14M 0.7%
2,831
-357
1
2 3 4 5