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
$263M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.68M
3
+$1.68M
4
SAP icon
SAP
SAP
+$1.44M
5
ASML icon
ASML
ASML
+$1.43M

Top Sells

1
+$1.82M
2
+$1.49M
3
+$1.34M
4
ASX icon
ASE Group
ASX
+$948K
5
TTE icon
TotalEnergies
TTE
+$947K

Sector Composition

1 Technology 17.92%
2 Financials 14.22%
3 Healthcare 12.3%
4 Industrials 10.1%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$395K 0.15%
67,715
-17,339
252
$393K 0.15%
9,723
-123
253
$391K 0.15%
+54,664
254
$391K 0.15%
3,200
+36
255
$389K 0.15%
2,835
-213
256
$388K 0.15%
5,867
-151
257
$385K 0.15%
+455
258
$383K 0.15%
2,659
+37
259
$383K 0.15%
12,124
+48
260
$382K 0.15%
24,107
+190
261
$382K 0.15%
1,191
+188
262
$378K 0.14%
8,535
-2,011
263
$376K 0.14%
7,538
-156
264
$371K 0.14%
+7,381
265
$371K 0.14%
2,204
+48
266
$370K 0.14%
6,493
+1,289
267
$369K 0.14%
2,495
+39
268
$368K 0.14%
3,231
-167
269
$365K 0.14%
9,354
-680
270
$363K 0.14%
+10,645
271
$358K 0.14%
45,862
+10,388
272
$358K 0.14%
4,698
-566
273
$356K 0.14%
4,018
-1,823
274
$356K 0.14%
5,798
+207
275
$350K 0.13%
1,589
-14
9 10
11
12 13