LWPC
Legacy Wealth Partners (Colorado) Portfolio holdings
AUM
$386M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$386M
AUM Growth
–
Holding
177
Top Buys
| 1 | +$54.2M | |
| 2 | +$50.5M | |
| 3 | +$25.1M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$24.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$13.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.05% |
| 2 | Financials | 1.18% |
| 3 | Healthcare | 1.04% |
| 4 | Consumer Discretionary | 0.94% |
| 5 | Communication Services | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Talkspace
TALK
$747M
| $56.4K | 0.01% |
+15,527
|
|
||
177
Tenaya Therapeutics
TNYA
$130M
| $10K | ﹤0.01% |
+14,084
|
|