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
101
– –
-3,400
102
– –
-1,461
103
– –
-5,897
104
– –
-3,736
105
– –
-34,654
106
– –
-5,658
107
– –
-4,254
108
– –
-10,172
109
– –
-2,467
110
– –
-7,092
111
– –
-10,185
112
– –
-4,427
113
– –
-108,842
114
– –
-5,068
115
– –
-20,488
1 2 3 4
5