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
$159M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.95M
3
+$1.75M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M

Top Sells

1
+$6.94M
2
+$5.17M
3
+$4.52M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.79M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.97M

Sector Composition

1 Technology 8.82%
2 Consumer Discretionary 5.76%
3 Industrials 3.27%
4 Financials 2.86%
5 Real Estate 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$789K 0.5%
21,429
+15,385
52
$771K 0.48%
22,672
+5,037
53
$753K 0.47%
+3,055
54
$645K 0.41%
3,619
-346
55
$544K 0.34%
17,115
+4,239
56
$534K 0.34%
3,796
+1,447
57
$511K 0.32%
18,640
-21,134
58
$495K 0.31%
6,339
+44
59
$489K 0.31%
15,430
+6,161
60
$475K 0.3%
7,562
61
$465K 0.29%
14,976
+2,093
62
$463K 0.29%
16,610
+1,023
63
$440K 0.28%
14,125
-607
64
$439K 0.28%
8,909
-6,822
65
$434K 0.27%
28,299
-104
66
$428K 0.27%
5,159
-3,246
67
$424K 0.27%
6,961
-280
68
$409K 0.26%
17,920
+3,194
69
$409K 0.26%
+6,883
70
$408K 0.26%
6,126
-147
71
$407K 0.26%
5,800
-769
72
$403K 0.25%
3,919
-730
73
$400K 0.25%
15,490
-124
74
$343K 0.22%
5,966
+1,480
75
$332K 0.21%
3,798
-29
1 2
3
4 5