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
101
– –
-6,816
102
– –
-12,090
103
– –
-3,906
1 2 3 4
5