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
276
$345K 0.13%
29,904
277
$339K 0.13%
+4,858
278
$333K 0.13%
3,086
-16
279
$332K 0.13%
8,881
+81
280
$325K 0.12%
4,787
+285
281
$322K 0.12%
6,248
+303
282
$321K 0.12%
1,147
+37
283
$316K 0.12%
3,570
-102
284
$314K 0.12%
1,836
-166
285
$306K 0.12%
+14,513
286
$306K 0.12%
1,338
+164
287
$299K 0.11%
9,828
-908
288
$288K 0.11%
3,990
+25
289
$287K 0.11%
1,973
+79
290
$286K 0.11%
+1,933
291
$284K 0.11%
10,600
-4
292
$276K 0.11%
7,457
-164
293
$271K 0.1%
1,511
+138
294
$271K 0.1%
2,107
+256
295
$268K 0.1%
864
-11
296
$268K 0.1%
+2,243
297
$268K 0.1%
3,230
-547
298
$265K 0.1%
4,568
-8
299
$265K 0.1%
1,086
-24
300
$264K 0.1%
3,991
-68
10 11
12
13 14