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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.8M
3
+$9.22M
4
AAPL icon
Apple
AAPL
+$5.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.83%
2 Real Estate 4.91%
3 Healthcare 3.83%
4 Consumer Discretionary 3.1%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.25%
+18,272
77
$332K 0.24%
+14,111
78
$327K 0.24%
+6,294
79
$321K 0.23%
+13,416
80
$281K 0.2%
+852
81
$268K 0.2%
+3,700
82
$253K 0.18%
+1,365
83
$241K 0.18%
+3,340
84
$228K 0.17%
+1,008
85
$215K 0.16%
+4,899
86
$210K 0.15%
+6,820
87
$22K 0.02%
+85
1 2 3
4