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
76
$293K 0.22%
+1,565
77
$293K 0.22%
+2,618
78
$288K 0.22%
+9,680
79
$282K 0.21%
+21,861
80
$280K 0.21%
13,353
-1,428
81
$278K 0.21%
+6,385
82
$273K 0.21%
7,447
-1,361
83
$268K 0.2%
+9,889
84
$262K 0.2%
2,932
-2,841
85
$262K 0.2%
+7,252
86
$243K 0.18%
8,423
-484
87
$243K 0.18%
+5,464
88
$238K 0.18%
16,493
-3,121
89
$237K 0.18%
+3,340
90
$225K 0.17%
41,518
-4,905
91
$219K 0.17%
12,791
-1,926
92
$215K 0.16%
+4,379
93
$211K 0.16%
+9,152
94
$208K 0.16%
6,820
95
$203K 0.15%
+7,782
96
$123K 0.09%
+2,019
97
– –
-85
98
– –
-9,627
99
– –
-3,400
100
– –
-1,461
1 2 3
4
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