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
$107M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$2.53M
3
+$2.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.38M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.09M

Top Sells

1
+$5.33M
2
+$3.41M
3
+$3.06M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.78M

Sector Composition

1 Technology 6.2%
2 Real Estate 3.76%
3 Consumer Discretionary 3.74%
4 Healthcare 3.23%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$866K 0.81%
8,880
-340
27
$780K 0.73%
4,178
+4
28
$689K 0.64%
4,652
-411
29
$687K 0.64%
8,364
-654
30
$646K 0.6%
34,198
+10,407
31
$599K 0.56%
14,645
+5,623
32
$591K 0.55%
14,768
+1,152
33
$587K 0.55%
7,092
+1,177
34
$570K 0.53%
5,897
+1,329
35
$567K 0.53%
6,299
+356
36
$537K 0.5%
9,627
-199
37
$532K 0.5%
3,524
38
$498K 0.46%
11,835
-4,994
39
$492K 0.46%
3,297
+2,445
40
$490K 0.46%
+3,736
41
$490K 0.46%
13,050
-3,480
42
$489K 0.46%
14,010
+2,850
43
$481K 0.45%
73,000
-86,160
44
$476K 0.44%
+2,509
45
$476K 0.44%
6,478
46
$474K 0.44%
2,089
-168
47
$462K 0.43%
4,254
-772
48
$451K 0.42%
20,488
+827
49
$449K 0.42%
+2,455
50
$443K 0.41%
15,248
-647
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2
3 4 5