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
$180M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$2.76M
3
+$2.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.33M
5
RVLV icon
Revolve Group
RVLV
+$1.49M

Top Sells

1
+$6.82M
2
+$4.54M
3
+$4.03M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.43M
5
AVGO icon
Broadcom
AVGO
+$1.46M

Sector Composition

1 Technology 7.9%
2 Consumer Discretionary 5.73%
3 Financials 3.46%
4 Real Estate 3.27%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDX icon
51
FedEx
FDX
$63.8B
$965K 0.54%
+3,236
SFIX icon
52
Stitch Fix
SFIX
$589M
$904K 0.5%
+14,997
COIN icon
53
Coinbase
COIN
$71B
$900K 0.5%
+3,555
ROK icon
54
Rockwell Automation
ROK
$43.9B
$891K 0.5%
3,116
MILN icon
55
Global X Millennial Consumer ETF
MILN
$110M
$849K 0.47%
+19,618
BSV icon
56
Vanguard Short-Term Bond ETF
BSV
$39.2B
$787K 0.44%
9,576
-309
LIT icon
57
Global X Lithium & Battery Tech ETF
LIT
$1.4B
$741K 0.41%
+10,229
SNSR icon
58
Global X Internet of Things ETF
SNSR
$200M
$731K 0.41%
20,460
-4,202
IPAY icon
59
Amplify Mobile Payments ETF
IPAY
$222M
$720K 0.4%
10,222
-1,831
CGW icon
60
Invesco S&P Global Water Index ETF
CGW
$1,000M
$714K 0.4%
+13,316
PAVE icon
61
Global X US Infrastructure Development ETF
PAVE
$9.69B
$708K 0.39%
27,508
-8,328
HACK icon
62
Amplify Cybersecurity ETF
HACK
$2.19B
$688K 0.38%
11,343
-3,265
ROBO icon
63
ROBO Global Robotics & Automation Index ETF
ROBO
$1.24B
$622K 0.35%
9,541
-1,739
CLOU icon
64
Global X Cloud Computing ETF
CLOU
$274M
$604K 0.34%
21,163
-5,497
POTX
65
DELISTED
Global X Cannabis ETF
POTX
$586K 0.33%
7,087
-1,510
CNCR
66
DELISTED
ETF Series Solutions Trust Range Cancer Therapeutics ETF
CNCR
$525K 0.29%
16,464
-4,008
HERO icon
67
Global X Video Games & Esports ETF
HERO
$124M
$512K 0.28%
15,836
-6,294
MRK icon
68
Merck
MRK
$251B
$461K 0.26%
5,923
-235
XBI icon
69
State Street SPDR S&P Biotech ETF
XBI
$7.85B
$460K 0.26%
3,396
-946
EIX icon
70
Edison International
EIX
$22B
$437K 0.24%
7,562
TAN icon
71
Invesco Solar ETF
TAN
$945M
$396K 0.22%
4,434
-2,560
ETV
72
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.67B
$369K 0.21%
22,646
-31
GLDM icon
73
SPDR Gold MiniShares Trust
GLDM
$23.9B
$365K 0.2%
10,371
+582
GOOGL icon
74
Alphabet (Google) Class A
GOOGL
$3.81T
$359K 0.2%
2,940
+80
PFFD icon
75
Global X US Preferred ETF
PFFD
$2.24B
$343K 0.19%
13,117
+755
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3
4 5