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
201
$461K 0.18%
14,793
-652
202
$459K 0.17%
11,483
+2,543
203
$459K 0.17%
7,368
-4,115
204
$458K 0.17%
18,889
-125
205
$456K 0.17%
4,286
+37
206
$456K 0.17%
9,279
-7,082
207
$452K 0.17%
2,879
+43
208
$452K 0.17%
10,496
+265
209
$450K 0.17%
2,597
+54
210
$450K 0.17%
+8,181
211
$449K 0.17%
10,603
-5,410
212
$449K 0.17%
74,709
+10,570
213
$448K 0.17%
15,616
-25,170
214
$444K 0.17%
19,125
-302
215
$443K 0.17%
11,775
-616
216
$440K 0.17%
1,786
+23
217
$439K 0.17%
9,755
-176
218
$439K 0.17%
8,738
+167
219
$436K 0.17%
+24,438
220
$435K 0.17%
2,032
+246
221
$432K 0.16%
20,532
+1,656
222
$432K 0.16%
3,461
-1,087
223
$430K 0.16%
85,336
-36,801
224
$427K 0.16%
1,869
-57
225
$427K 0.16%
1,507
-14
7 8
9
10 11