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
26
$2.43M 0.65%
14,839
+88
27
$2.4M 0.64%
14,213
+190
28
$2.39M 0.64%
235,210
+291
29
$2.32M 0.62%
29,518
-570
30
$2.32M 0.62%
37,340
-952
31
$2.3M 0.62%
161,616
-2,798
32
$2.28M 0.61%
2,737
+8
33
$2.27M 0.61%
540
+6
34
$2.26M 0.61%
75,789
-2,813
35
$2.26M 0.61%
51,303
+24
36
$2.26M 0.61%
72,134
-1,968
37
$2.23M 0.6%
9,260
-75
38
$2.21M 0.59%
25,864
-110
39
$2.2M 0.59%
69,377
-249
40
$2.16M 0.58%
33,473
-122
41
$2.15M 0.58%
7,799
+19
42
$2.11M 0.57%
12,350
-236
43
$2.08M 0.56%
39,028
+556
44
$2.05M 0.55%
24,508
+472
45
$2.02M 0.54%
26,370
+330
46
$1.98M 0.53%
3,824
+51
47
$1.95M 0.52%
10,941
+217
48
$1.93M 0.52%
5,879
+1,013
49
$1.9M 0.51%
2,143
+25
50
$1.9M 0.51%
53,024
+1,314
1
2
3 4 5