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
$132M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.77M
3
+$2.71M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.2M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.78M

Top Sells

1
+$9.43M
2
+$4.68M
3
+$1.63M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.08M
5
AAPL icon
Apple
AAPL
+$1.06M

Sector Composition

1 Technology 8.61%
2 Consumer Discretionary 5.26%
3 Real Estate 3.74%
4 Healthcare 1.92%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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