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
126
$719K 0.27%
3,356
-14
127
$711K 0.27%
6,541
-735
128
$711K 0.27%
25,734
+1,882
129
$710K 0.27%
4,498
+46
130
$710K 0.27%
16,900
131
$705K 0.27%
3,538
+10
132
$702K 0.27%
15,098
+212
133
$701K 0.27%
37,559
-378
134
$700K 0.27%
4,189
-1,717
135
$696K 0.27%
25,323
+5,688
136
$691K 0.26%
15,178
-352
137
$690K 0.26%
+22,553
138
$678K 0.26%
30,228
-1,153
139
$676K 0.26%
8,530
+79
140
$658K 0.25%
2,084
+3
141
$649K 0.25%
4,637
+44
142
$633K 0.24%
2,402
+16
143
$629K 0.24%
2,634
-8
144
$629K 0.24%
6,234
+40
145
$629K 0.24%
5,728
+52
146
$622K 0.24%
5,659
+136
147
$619K 0.24%
3,559
+49
148
$618K 0.24%
19,951
+188
149
$605K 0.23%
6,101
+136
150
$604K 0.23%
3,685
+16
4 5
6
7 8