LWP
Legacy Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+21.42%
1 Year Return
+48.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+23%)
Cap. Flow
+$5.28M
Cap. Flow
% of AUM
3.99%
Top 10 Holdings %
Top 10 Hldgs %
49.98%
Holding
115
New
35
Increased
22
Reduced
36
Closed
19
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$9.43M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.66M |
| 3 |
Global X MLP ETF
MLPA
|
$3.83M |
| 4 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$1.63M |
| 5 |
Apple
AAPL
|
$1.25M |
Sector Composition
| 1 | Technology | 8.61% |
| 2 | Consumer Discretionary | 5.26% |
| 3 | Real Estate | 3.74% |
| 4 | Healthcare | 1.92% |
| 5 | Industrials | 1.7% |
