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
51
$1.89M 0.51%
8,202
+172
52
$1.89M 0.51%
6,857
+89
53
$1.88M 0.5%
12,462
+282
54
$1.88M 0.5%
60,705
+438
55
$1.86M 0.5%
9,627
-1,282
56
$1.78M 0.48%
7,675
-110
57
$1.75M 0.47%
12,169
-68
58
$1.75M 0.47%
2,255
+53
59
$1.7M 0.46%
29,475
+1,408
60
$1.66M 0.45%
52,917
-7,832
61
$1.6M 0.43%
31,857
+418
62
$1.57M 0.42%
144,820
-18,803
63
$1.57M 0.42%
18,875
-48
64
$1.56M 0.42%
13,320
+218
65
$1.56M 0.42%
8,716
+13
66
$1.54M 0.41%
2,558
67
$1.53M 0.41%
17,023
-1,076
68
$1.52M 0.41%
32,145
-70
69
$1.49M 0.4%
17,626
+944
70
$1.46M 0.39%
16,387
+167
71
$1.46M 0.39%
5,048
+7
72
$1.43M 0.38%
21,649
+1,615
73
$1.4M 0.38%
55,237
+55
74
$1.38M 0.37%
6,238
-67
75
$1.31M 0.35%
11,070
+141
1 2
3
4 5