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
$141M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.72M
3
+$1.81M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$1.56M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.34M

Top Sells

1
+$4.03M
2
+$2.7M
3
+$2.11M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.12M
5
HYTR icon
CP High Yield Trend ETF
HYTR
+$924K

Sector Composition

1 Technology 8.18%
2 Consumer Discretionary 6.19%
3 Real Estate 2.94%
4 Healthcare 2.45%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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110
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111
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112
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-5,824
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