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
$132M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$5.09M
3
+$2.81M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.32M
5
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$1.95M

Top Sells

1
+$9.43M
2
+$4.66M
3
+$1.63M
4
AAPL icon
Apple
AAPL
+$1.25M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.09M

Sector Composition

1 Technology 8.61%
2 Consumer Discretionary 5.26%
3 Real Estate 3.74%
4 Healthcare 1.92%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$550K 0.42%
48,735
-759
52
$548K 0.41%
5,824
-475
53
$529K 0.4%
+1,927
54
$528K 0.4%
+16,978
55
$523K 0.4%
23,004
-37,576
56
$508K 0.38%
2,843
+388
57
$507K 0.38%
6,870
+392
58
$492K 0.37%
+2,901
59
$483K 0.37%
6,439
+380
60
$457K 0.35%
+6,032
61
$443K 0.33%
+15,794
62
$441K 0.33%
+5,365
63
$436K 0.33%
14,474
-774
64
$431K 0.33%
+26,143
65
$426K 0.32%
9,942
-4,703
66
$424K 0.32%
+5,189
67
$411K 0.31%
7,562
68
$400K 0.3%
+23,805
69
$382K 0.29%
16,234
-2,373
70
$374K 0.28%
20,291
-2,709
71
$349K 0.26%
5,267
-1,881
72
$332K 0.25%
4,700
+1,000
73
$331K 0.25%
23,463
-2,754
74
$330K 0.25%
7,606
-7,162
75
$299K 0.23%
+13,944
1 2
3
4 5