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
176
$688K 0.18%
14,581
-258
177
$688K 0.18%
50,406
-537
178
$687K 0.18%
+26,179
179
$679K 0.18%
19,668
+94
180
$678K 0.18%
14,296
-157
181
$678K 0.18%
1,458
+12
182
$676K 0.18%
2,432
-12
183
$664K 0.18%
13,204
+55
184
$662K 0.18%
5,809
+34
185
$662K 0.18%
+35,294
186
$660K 0.18%
8,205
-459
187
$657K 0.18%
10,586
-2,092
188
$657K 0.18%
7,832
+56
189
$655K 0.18%
26,694
-68
190
$651K 0.17%
+19,574
191
$651K 0.17%
8,127
+154
192
$646K 0.17%
2,138
+2
193
$646K 0.17%
6,684
+7
194
$634K 0.17%
4,953
+75
195
$631K 0.17%
202,339
-1,885
196
$630K 0.17%
2,192
-14
197
$629K 0.17%
4,675
+1,617
198
$629K 0.17%
23,688
+671
199
$626K 0.17%
8,697
+66
200
$624K 0.17%
5,520
-31
6 7
8
9 10