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
$141M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.72M
3
+$1.81M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.56M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.34M

Top Sells

1
+$4.03M
2
+$2.7M
3
+$2.11M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.12M
5
HYTR icon
CP High Yield Trend ETF
HYTR
+$924K

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 6.19%
3 Real Estate 2.94%
4 Healthcare 2.45%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.45%
+17,416
52
$619K 0.44%
+2,765
53
$610K 0.43%
1,220
-151
54
$601K 0.43%
17,635
+657
55
$577K 0.41%
+5,554
56
$522K 0.37%
29,269
+3,126
57
$499K 0.35%
+12,189
58
$498K 0.35%
6,295
-575
59
$455K 0.32%
14,732
+258
60
$393K 0.28%
28,403
+4,940
61
$387K 0.27%
15,614
-620
62
$384K 0.27%
7,562
63
$372K 0.26%
15,587
+1,643
64
$350K 0.25%
12,883
+3,731
65
$349K 0.25%
7,241
+856
66
$346K 0.24%
1,378
-187
67
$341K 0.24%
6,273
+1,894
68
$337K 0.24%
+12,876
69
$322K 0.23%
7,334
-2,608
70
$322K 0.23%
21,861
71
$321K 0.23%
3,827
-1,362
72
$321K 0.23%
+5,394
73
$318K 0.22%
14,726
+1,373
74
$318K 0.22%
7,102
-504
75
$301K 0.21%
4,649
-2,603
1 2
3
4 5