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
$171M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$4.78M
3
+$2.4M
4
EBAY icon
eBay
EBAY
+$1.44M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.42M

Top Sells

1
+$6.56M
2
+$4.62M
3
+$2.68M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.17M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.02M

Sector Composition

1 Technology 7.63%
2 Consumer Discretionary 5.34%
3 Financials 3.94%
4 Industrials 3%
5 Real Estate 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNSR icon
51
Global X Internet of Things ETF
SNSR
$203M
$822K 0.48%
24,662
+7,547
BSV icon
52
Vanguard Short-Term Bond ETF
BSV
$42.4B
$812K 0.48%
9,885
+4,726
IPAY icon
53
Amplify Mobile Payments ETF
IPAY
$211M
$805K 0.47%
12,053
+5,927
HACK icon
54
Amplify Cybersecurity ETF
HACK
$2.07B
$802K 0.47%
14,608
+8,642
ROBO icon
55
ROBO Global Robotics & Automation Index ETF
ROBO
$1.41B
$716K 0.42%
11,280
+4,319
HERO icon
56
Global X Video Games & Esports ETF
HERO
$108M
$695K 0.41%
22,130
+7,154
CLOU icon
57
Global X Cloud Computing ETF
CLOU
$249M
$686K 0.4%
26,660
+10,050
TAN icon
58
Invesco Solar ETF
TAN
$1.05B
$642K 0.38%
6,994
+3,075
CNCR
59
DELISTED
ETF Series Solutions Trust Range Cancer Therapeutics ETF
CNCR
$613K 0.36%
20,472
+5,042
QCLN icon
60
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$595M
$591K 0.35%
8,616
+2,816
XBI icon
61
State Street SPDR S&P Biotech ETF
XBI
$8.67B
$589K 0.34%
4,342
+546
TOTL icon
62
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.07B
$507K 0.3%
10,521
+1,612
SPIP icon
63
State Street SPDR Portfolio TIPS ETF
SPIP
$969M
$465K 0.27%
15,216
+1,091
MRK icon
64
Merck
MRK
$270B
$453K 0.27%
6,158
-181
EIX icon
65
Edison International
EIX
$24B
$443K 0.26%
7,562
ETV
66
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.68B
$351K 0.21%
22,677
-5,622
MET icon
67
MetLife
MET
$50.6B
$335K 0.2%
5,511
-1,177
GLDM icon
68
SPDR Gold MiniShares Trust
GLDM
$27.2B
$333K 0.19%
9,789
-63,796
QYLD icon
69
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.3B
$324K 0.19%
14,360
-3,560
PFFD icon
70
Global X US Preferred ETF
PFFD
$2.25B
$315K 0.18%
12,362
-3,128
SRLN icon
71
State Street Blackstone Senior Loan ETF
SRLN
$6.59B
$302K 0.18%
6,595
-477
GLD icon
72
SPDR Gold Trust
GLD
$157B
$296K 0.17%
1,854
-1,765
GOOGL icon
73
Alphabet (Google) Class A
GOOGL
$3.98T
$295K 0.17%
2,860
-480
CRM icon
74
Salesforce
CRM
$213B
$292K 0.17%
1,378
CVX icon
75
Chevron
CVX
$332B
$288K 0.17%
2,749
-446
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3
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