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
76
$1.04M 0.4%
78,097
-1,488
77
$1.03M 0.39%
10,037
+2,956
78
$1.01M 0.38%
17,411
+447
79
$1M 0.38%
17,648
+108
80
$963K 0.37%
15,138
+174
81
$957K 0.36%
11,544
-576
82
$956K 0.36%
21,009
+266
83
$943K 0.36%
5,219
+44
84
$929K 0.35%
13,933
+167
85
$928K 0.35%
3,215
+6
86
$919K 0.35%
40,212
-12,574
87
$918K 0.35%
34,160
+85
88
$917K 0.35%
1,797
+298
89
$912K 0.35%
10,956
-78
90
$910K 0.35%
6,712
+205
91
$905K 0.34%
39,363
+1,655
92
$902K 0.34%
4,089
-4
93
$889K 0.34%
30,620
+480
94
$864K 0.33%
7,318
-225
95
$861K 0.33%
11,968
+69
96
$854K 0.33%
10,833
+218
97
$851K 0.32%
13,511
-84
98
$847K 0.32%
18,395
+340
99
$839K 0.32%
5,080
+31
100
$836K 0.32%
6,453
-231
2 3
4
5 6