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
151
$604K 0.23%
12,079
+245
152
$601K 0.23%
26,376
+226
153
$595K 0.23%
2,875
+37
154
$584K 0.22%
5,140
+904
155
$582K 0.22%
50,057
+250
156
$578K 0.22%
2,779
+242
157
$571K 0.22%
16,334
-526
158
$564K 0.21%
8,715
-348
159
$563K 0.21%
190,679
-3,639
160
$561K 0.21%
4,420
+822
161
$557K 0.21%
2,558
+342
162
$554K 0.21%
1,291
-71
163
$553K 0.21%
32,613
-1,238
164
$550K 0.21%
2,977
+372
165
$547K 0.21%
16,202
-34
166
$539K 0.21%
3,404
+79
167
$539K 0.21%
4,558
+86
168
$526K 0.2%
9,413
-245
169
$524K 0.2%
3,947
+54
170
$524K 0.2%
16,896
-81
171
$523K 0.2%
11,857
+8
172
$514K 0.2%
15,423
-276
173
$512K 0.2%
2,064
-12
174
$506K 0.19%
2,295
-26
175
$503K 0.19%
17,023
-343
5 6
7
8 9