LWP
Legacy Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+8.09%
1 Year Return
+48.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.47%
Holding
87
New
87
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$10.8M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.22M |
| 4 |
Apple
AAPL
|
$5.46M |
| 5 |
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% |
