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
$159M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.95M
3
+$1.75M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M

Top Sells

1
+$6.94M
2
+$5.17M
3
+$4.52M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.97M

Sector Composition

1 Technology 8.82%
2 Consumer Discretionary 5.76%
3 Industrials 3.27%
4 Financials 2.86%
5 Real Estate 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.82%
45,584
+2,871
27
$1.26M 0.79%
5,652
+440
28
$1.21M 0.76%
4,216
+1,451
29
$1.21M 0.76%
6,639
+1,386
30
$1.14M 0.72%
21,957
+4,541
31
$1.12M 0.7%
4,768
+184
32
$1.11M 0.7%
4,187
+3
33
$1.1M 0.69%
+4,165
34
$1.04M 0.65%
40,343
+11,074
35
$1.04M 0.65%
79,520
+5,680
36
$1.02M 0.64%
+16,586
37
$1M 0.63%
4,325
+682
38
$992K 0.62%
+7,518
39
$936K 0.59%
+54,057
40
$932K 0.59%
1,745
-369
41
$919K 0.58%
8,593
+769
42
$912K 0.57%
+4,290
43
$904K 0.57%
61,973
+4,793
44
$884K 0.56%
3,524
45
$857K 0.54%
17,832
+1,122
46
$851K 0.54%
1,574
+354
47
$850K 0.53%
7,260
+1,706
48
$848K 0.53%
+8,575
49
$840K 0.53%
12,326
+64
50
$839K 0.53%
+3,918
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