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
$141M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.72M
3
+$1.81M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.56M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.34M

Top Sells

1
+$4.03M
2
+$2.7M
3
+$2.11M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.12M
5
HYTR icon
CP High Yield Trend ETF
HYTR
+$924K

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 6.19%
3 Real Estate 2.94%
4 Healthcare 2.45%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.75%
29,250
+5,810
27
$1.06M 0.75%
7,428
-4,542
28
$999K 0.71%
73,840
-14,400
29
$949K 0.67%
+3,775
30
$942K 0.67%
17,802
+3,502
31
$903K 0.64%
+4,584
32
$901K 0.64%
57,180
+8,445
33
$890K 0.63%
8,535
-3,766
34
$873K 0.62%
39,774
-24,592
35
$839K 0.59%
+8,455
36
$802K 0.57%
6,816
+174
37
$783K 0.55%
+5,253
38
$779K 0.55%
+16,710
39
$778K 0.55%
3,524
40
$776K 0.55%
3,643
+800
41
$776K 0.55%
15,731
-9,469
42
$773K 0.55%
4,047
+128
43
$757K 0.54%
8,256
+2,891
44
$734K 0.52%
12,262
+664
45
$709K 0.5%
+2,791
46
$702K 0.5%
3,965
-503
47
$698K 0.49%
8,405
+304
48
$692K 0.49%
2,114
+187
49
$672K 0.48%
+7,824
50
$641K 0.45%
1,947
-670
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