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
76
$330K 0.21%
7,264
-70
77
$323K 0.2%
7,072
-30
78
$316K 0.2%
5,377
-17
79
$314K 0.2%
+6,688
80
$307K 0.19%
1,378
81
$295K 0.19%
17,959
-3,902
82
$293K 0.18%
3,340
83
$280K 0.18%
3,200
-360
84
$270K 0.17%
+3,195
85
$218K 0.14%
+4,219
86
$217K 0.14%
+794
87
$215K 0.14%
+4,560
88
$212K 0.13%
+1,453
89
$209K 0.13%
6,820
90
$203K 0.13%
+3,234
91
$198K 0.12%
6,427
+49
92
– –
-16,165
93
– –
-2,791
94
– –
-21,389
95
– –
-4,047
96
– –
-8,256
97
– –
-3,775
98
– –
-1,947
99
– –
-12,189
100
– –
-8,455
1 2 3
4
5