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LWPC

Legacy Wealth Partners (California) Portfolio holdings

AUM $180M
1-Year Est. Return 48.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.29M
3
+$2.28M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.67M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.3M

Top Sells

1
+$5.33M
2
+$3.79M
3
+$3.62M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.21M

Sector Composition

1 Technology 6.2%
2 Real Estate 3.76%
3 Consumer Discretionary 3.74%
4 Healthcare 3.23%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.21%
46,423
+3,667
77
$215K 0.2%
3,700
78
$211K 0.2%
19,614
+1,342
79
$201K 0.19%
6,820
80
$9K 0.01%
85
81
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82
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83
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85
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-4,899
87
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88
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89
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90
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94
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-5,219
1 2 3
4
5