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
176
$499K 0.19%
9,585
+2,768
177
$494K 0.19%
349
-9
178
$494K 0.19%
28,726
-262
179
$493K 0.19%
5,722
-37
180
$492K 0.19%
902
-25
181
$492K 0.19%
1,880
-4
182
$486K 0.19%
4,342
+32
183
$483K 0.18%
12,256
-264
184
$480K 0.18%
3,768
-40
185
$480K 0.18%
217,968
-634
186
$479K 0.18%
8,009
+214
187
$478K 0.18%
6,659
+110
188
$476K 0.18%
9,438
-5,235
189
$473K 0.18%
2,857
+38
190
$472K 0.18%
+3,560
191
$471K 0.18%
8,823
-1,277
192
$471K 0.18%
16,636
+2,566
193
$467K 0.18%
12,092
+206
194
$466K 0.18%
17,333
-910
195
$465K 0.18%
108,625
+388
196
$464K 0.18%
+42,437
197
$463K 0.18%
+22,824
198
$462K 0.18%
4,570
+70
199
$462K 0.18%
2,400
+99
200
$461K 0.18%
+16,156
6 7
8
9 10