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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.8M
3
+$9.22M
4
AAPL icon
Apple
AAPL
+$5.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.83%
2 Real Estate 4.91%
3 Healthcare 3.83%
4 Consumer Discretionary 3.1%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611K 0.45%
+1,653
52
$608K 0.44%
+10,479
53
$595K 0.43%
+5,915
54
$590K 0.43%
+7,148
55
$585K 0.43%
+7,562
56
$582K 0.42%
+6,067
57
$580K 0.42%
+9,056
58
$577K 0.42%
+2,651
59
$561K 0.41%
+19,661
60
$560K 0.41%
+5,196
61
$547K 0.4%
+36,078
62
$547K 0.4%
+11,160
63
$530K 0.39%
+6,478
64
$512K 0.37%
+4,430
65
$488K 0.36%
+8,338
66
$459K 0.33%
+15,895
67
$440K 0.32%
+17,289
68
$435K 0.32%
+21,389
69
$419K 0.31%
+2,331
70
$419K 0.31%
+9,022
71
$399K 0.29%
+3,412
72
$376K 0.27%
+2,735
73
$363K 0.26%
+4,194
74
$350K 0.25%
+42,156
75
$350K 0.25%
+42,756
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