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
301
$256K 0.1%
+639
302
$255K 0.1%
4,620
303
$252K 0.1%
+1,390
304
$249K 0.09%
+8,572
305
$248K 0.09%
701
-145
306
$242K 0.09%
2,316
-151
307
$238K 0.09%
4,148
-994
308
$238K 0.09%
+1,134
309
$235K 0.09%
2,583
+130
310
$230K 0.09%
+4,517
311
$229K 0.09%
3,495
+57
312
$226K 0.09%
2,117
-1,042
313
$226K 0.09%
3,501
+107
314
$221K 0.08%
13,744
+1,910
315
$220K 0.08%
625
316
$219K 0.08%
4,703
+215
317
$218K 0.08%
4,668
318
$217K 0.08%
+2,587
319
$216K 0.08%
714
-69
320
$214K 0.08%
1,909
-86
321
$214K 0.08%
15,303
322
$214K 0.08%
3,257
-121
323
$214K 0.08%
+2,650
324
$212K 0.08%
+2,518
325
$211K 0.08%
+4,593
11 12
13
14 15