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
$132M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$5.09M
3
+$2.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.32M
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.95M

Top Sells

1
+$9.43M
2
+$4.66M
3
+$1.63M
4
AAPL icon
Apple
AAPL
+$1.25M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.09M

Sector Composition

1 Technology 8.61%
2 Consumer Discretionary 5.26%
3 Real Estate 3.74%
4 Healthcare 1.92%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.91%
20,954
-18,895
27
$1.12M 0.84%
+29,512
28
$1.05M 0.79%
4,181
+3
29
$924K 0.7%
40,248
-3,934
30
$890K 0.67%
9,064
+4,856
31
$862K 0.65%
11,970
-2,040
32
$838K 0.63%
88,240
+15,240
33
$817K 0.62%
2,617
+108
34
$751K 0.57%
3,524
35
$749K 0.57%
+23,478
36
$748K 0.57%
4,468
-184
37
$740K 0.56%
+23,440
38
$696K 0.53%
+5,272
39
$673K 0.51%
8,101
-263
40
$645K 0.49%
+11,598
41
$643K 0.49%
18,311
-19,554
42
$640K 0.48%
+10,889
43
$639K 0.48%
12,401
+566
44
$624K 0.47%
1,371
+66
45
$614K 0.46%
3,919
+756
46
$606K 0.46%
+6,642
47
$577K 0.44%
18,575
+3,038
48
$570K 0.43%
3,111
-186
49
$557K 0.42%
+11,938
50
$554K 0.42%
+14,300
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