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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.8M
3
+$9.22M
4
AAPL icon
Apple
AAPL
+$5.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.83%
2 Real Estate 4.91%
3 Healthcare 3.83%
4 Consumer Discretionary 3.1%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.79%
+23,791
27
$998K 0.73%
+159,160
28
$994K 0.72%
+4,174
29
$955K 0.7%
+16,829
30
$940K 0.68%
+9,220
31
$888K 0.65%
+14,420
32
$880K 0.64%
+10,998
33
$834K 0.61%
+20,621
34
$818K 0.6%
+5,943
35
$796K 0.58%
+5,026
36
$774K 0.56%
+11,186
37
$748K 0.54%
+16,890
38
$742K 0.54%
+5,063
39
$730K 0.53%
+9,018
40
$723K 0.53%
+3,524
41
$702K 0.51%
+7,339
42
$683K 0.5%
+25,208
43
$655K 0.48%
+9,732
44
$649K 0.47%
+2,257
45
$647K 0.47%
+830
46
$646K 0.47%
+4,568
47
$645K 0.47%
+9,826
48
$638K 0.46%
+9,994
49
$631K 0.46%
+13,616
50
$629K 0.46%
+5,219
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