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
$107M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$2.53M
3
+$2.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.38M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.09M

Top Sells

1
+$5.33M
2
+$3.41M
3
+$3.06M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.78M

Sector Composition

1 Technology 6.2%
2 Real Estate 3.76%
3 Consumer Discretionary 3.74%
4 Healthcare 3.23%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.4%
+6,059
52
$434K 0.4%
+15,537
53
$418K 0.39%
+5,773
54
$417K 0.39%
+1,461
55
$414K 0.39%
7,562
56
$409K 0.38%
4,226
-29,702
57
$407K 0.38%
18,607
+1,318
58
$407K 0.38%
7,148
59
$395K 0.37%
3,400
+665
60
$390K 0.36%
+49,494
61
$388K 0.36%
+3,163
62
$377K 0.35%
23,000
+1,611
63
$362K 0.34%
+10,172
64
$321K 0.3%
4,208
+14
65
$319K 0.3%
+5,658
66
$316K 0.29%
26,217
-9,861
67
$315K 0.29%
+10,185
68
$314K 0.29%
3,380
-1,050
69
$285K 0.27%
14,781
+1,365
70
$282K 0.26%
+2,467
71
$270K 0.25%
5,068
-5,930
72
$243K 0.23%
8,907
-149
73
$238K 0.22%
14,717
+606
74
$236K 0.22%
+8,808
75
$231K 0.22%
4,427
-2,912
1 2
3
4 5