LWP
Legacy Wealth Partners Portfolio holdings
AUM
$180M
This Quarter Return
+6.77%
1 Year Return
+48.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+7.4%)
Cap. Flow
+$4.47M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
57.2%
Holding
100
New
9
Increased
43
Reduced
30
Closed
16
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$8.51M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.78M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.4M |
| 4 |
eBay
EBAY
|
$1.44M |
| 5 |
Columbia Diversified Fixed Income Allocation ETF
DIAL
|
$1.42M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.56M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.62M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.68M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$2.17M |
| 5 |
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% |
