LWPC
Legacy Wealth Partners (Colorado) Portfolio holdings
AUM
$399M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$399M
AUM Growth
+$12.6M
(+3.3%)
Holding
203
Top Buys
| 1 | +$22.6M | |
| 2 | +$13.5M | |
| 3 | +$8.45M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$5.34M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$4.32M |
Top Sells
| 1 | +$18.6M | |
| 2 | +$7.86M | |
| 3 | +$7.16M | |
| 4 |
SPDR Gold Trust
GLD
|
+$4.42M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.16M |
Sector Composition
| 1 | Technology | 4.18% |
| 2 | Financials | 0.93% |
| 3 | Healthcare | 0.91% |
| 4 | Industrials | 0.86% |
| 5 | Consumer Staples | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Thermo Fisher Scientific
TMO
$170B
| – | – |
-348
|
|
||
202
Tesla
TSLA
$1.65T
| – | – |
-2,348
|
|
||
203
US Bancorp
USB
$84.9B
| – | – |
-3,997
|
|