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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
$141M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.7M
3
+$1.79M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.56M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.35M

Top Sells

1
+$4.08M
2
+$2.7M
3
+$2.13M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.12M
5
HYTR icon
CP High Yield Trend ETF
HYTR
+$924K

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 6.19%
3 Real Estate 2.94%
4 Healthcare 2.45%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-18,575
102
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103
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-7,447
104
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-59,024
105
– –
-2,019
106
– –
-41,518
107
– –
-40,248
108
– –
-12,791
109
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-7,782
110
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-23,004
111
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-5,824
112
– –
-23,478
1 2 3 4
5