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
51
$1.35M 0.51%
4,805
+32
52
$1.34M 0.51%
71,514
-39,464
53
$1.31M 0.5%
+10,194
54
$1.27M 0.48%
20,439
-7,574
55
$1.25M 0.47%
618
-1
56
$1.23M 0.47%
3,680
+20
57
$1.22M 0.47%
9,550
+114
58
$1.21M 0.46%
4,966
-84
59
$1.2M 0.46%
18,466
+245
60
$1.19M 0.45%
15,992
-313
61
$1.18M 0.45%
9,915
-749
62
$1.17M 0.45%
20,208
-11,736
63
$1.16M 0.44%
1,774
+52
64
$1.16M 0.44%
2,989
-53
65
$1.15M 0.44%
378,921
+50,777
66
$1.15M 0.44%
7,969
-2,582
67
$1.13M 0.43%
29,329
-10,989
68
$1.11M 0.42%
11,767
+45
69
$1.1M 0.42%
9,274
-2,377
70
$1.09M 0.42%
3,946
-147
71
$1.08M 0.41%
5,660
-83
72
$1.06M 0.41%
18,622
+2,055
73
$1.06M 0.4%
25,975
+328
74
$1.05M 0.4%
5,866
-82
75
$1.04M 0.4%
12,144
-230
1 2
3
4 5