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
26
$1.9M 0.72%
7,163
-327
27
$1.85M 0.7%
14,641
-968
28
$1.82M 0.69%
3,330
+2,625
29
$1.79M 0.68%
12,717
-190
30
$1.75M 0.66%
36,648
-23
31
$1.75M 0.66%
73,190
+5,553
32
$1.62M 0.62%
26,094
-15,262
33
$1.52M 0.58%
18,765
-201
34
$1.5M 0.57%
26,890
+7,250
35
$1.48M 0.56%
44,232
+1,056
36
$1.48M 0.56%
222,106
-80,281
37
$1.47M 0.56%
12,671
-681
38
$1.46M 0.56%
100,140
+3,150
39
$1.46M 0.56%
181,907
-88,577
40
$1.46M 0.56%
26,782
-10,755
41
$1.44M 0.55%
18,077
-519
42
$1.44M 0.55%
82,177
+4,106
43
$1.43M 0.54%
7,632
+103
44
$1.43M 0.54%
14,212
-679
45
$1.4M 0.53%
5,642
+50
46
$1.4M 0.53%
4,528
+23
47
$1.39M 0.53%
26,065
-1,307
48
$1.39M 0.53%
4,127
+19
49
$1.38M 0.53%
10,653
-128
50
$1.38M 0.52%
11,714
-200
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2
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