LWP

Legacy Wealth Partners Portfolio holdings

AUM $180M
1-Year Est. Return 48.77%
This Quarter Est. Return
1 Year Est. Return
+48.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$2.76M
3
+$2.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.33M
5
RVLV icon
Revolve Group
RVLV
+$1.49M

Top Sells

1
+$6.82M
2
+$4.54M
3
+$4.03M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.43M
5
AVGO icon
Broadcom
AVGO
+$1.46M

Sector Composition

1 Technology 7.9%
2 Consumer Discretionary 5.73%
3 Financials 3.46%
4 Real Estate 3.27%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RVLV icon
26
Revolve Group
RVLV
$1.85B
$1.49M 0.83%
+21,645
TLT icon
27
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$1.48M 0.82%
+10,264
PYPL icon
28
PayPal
PYPL
$58.9B
$1.47M 0.82%
5,042
-828
CRM icon
29
Salesforce
CRM
$223B
$1.45M 0.81%
5,936
+4,558
EBAY icon
30
eBay
EBAY
$37.5B
$1.4M 0.78%
19,920
-3,667
GILD icon
31
Gilead Sciences
GILD
$154B
$1.4M 0.78%
20,305
+2,685
OXY icon
32
Occidental Petroleum
OXY
$41.4B
$1.36M 0.76%
43,520
-2,022
GS icon
33
Goldman Sachs
GS
$245B
$1.34M 0.75%
3,542
+20
HD icon
34
Home Depot
HD
$352B
$1.34M 0.74%
4,193
+3
AMT icon
35
American Tower
AMT
$82.3B
$1.29M 0.71%
4,760
+762
TSLA icon
36
Tesla
TSLA
$1.43T
$1.27M 0.71%
5,628
-369
FANG icon
37
Diamondback Energy
FANG
$44.7B
$1.25M 0.69%
13,310
+29
MCD icon
38
McDonald's
MCD
$214B
$1.18M 0.66%
5,120
+18
DXC icon
39
DXC Technology
DXC
$2.36B
$1.16M 0.65%
29,901
-12,245
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.16M 0.64%
4,167
-1,687
ULTA icon
41
Ulta Beauty
ULTA
$24.6B
$1.13M 0.63%
3,260
-959
MS icon
42
Morgan Stanley
MS
$269B
$1.12M 0.62%
+12,178
CAT icon
43
Caterpillar
CAT
$273B
$1.1M 0.61%
5,073
-689
MLPA icon
44
Global X MLP ETF
MLPA
$1.81B
$1.09M 0.6%
28,139
+4
XLNX
45
DELISTED
Xilinx Inc
XLNX
$1.08M 0.6%
+7,445
REGN icon
46
Regeneron Pharmaceuticals
REGN
$78B
$1.07M 0.59%
+1,916
DHR icon
47
Danaher
DHR
$160B
$1.04M 0.58%
+4,388
RUN icon
48
Sunrun
RUN
$4.22B
$1.04M 0.58%
+18,611
DLS icon
49
WisdomTree International SmallCap Dividend Fund
DLS
$989M
$1.03M 0.57%
13,753
+220
EQIX icon
50
Equinix
EQIX
$71.4B
$1.01M 0.56%
+1,257
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