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
$373M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$704K
3
+$687K
4
CAE icon
CAE Inc
CAE
+$662K
5
OTEX icon
Open Text
OTEX
+$651K

Top Sells

1
+$2.91M
2
+$1.38M
3
+$911K
4
NVDA icon
NVIDIA
NVDA
+$855K
5
BLK icon
Blackrock
BLK
+$724K

Sector Composition

1 Technology 18.67%
2 Financials 12.82%
3 Healthcare 10.5%
4 Industrials 10.23%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$312K 0.08%
2,890
+46
302
$312K 0.08%
20,525
303
$310K 0.08%
2,534
+11
304
$310K 0.08%
+1,493
305
$308K 0.08%
1,488
+37
306
$307K 0.08%
668
+10
307
$298K 0.08%
8,796
-9,229
308
$296K 0.08%
2,823
+52
309
$294K 0.08%
6,048
-2,575
310
$287K 0.08%
655
+6
311
$286K 0.08%
758
+18
312
$284K 0.08%
+6,027
313
$281K 0.08%
9,078
-105
314
$278K 0.07%
2,587
315
$278K 0.07%
3,900
+91
316
$271K 0.07%
1,036
+12
317
$270K 0.07%
702
318
$264K 0.07%
4,593
319
$259K 0.07%
+4,034
320
$258K 0.07%
8,562
-112
321
$256K 0.07%
1,993
+37
322
$255K 0.07%
4,704
-17
323
$255K 0.07%
2,997
+203
324
$254K 0.07%
+2,842
325
$251K 0.07%
836
+13
11 12
13
14 15