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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.8M
3
+$9.22M
4
AAPL icon
Apple
AAPL
+$5.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.83%
2 Real Estate 4.91%
3 Healthcare 3.83%
4 Consumer Discretionary 3.1%
5 Communication Services 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 8.15%
+33,615
2
$10.8M 7.87%
+47,330
3
$9.22M 6.71%
+71,275
4
$5.46M 3.97%
+67,920
5
$5.33M 3.88%
+76,715
6
$5.1M 3.71%
+242,527
7
$4.99M 3.64%
+397,440
8
$4.55M 3.32%
+69,826
9
$4.36M 3.17%
+13,031
10
$4.19M 3.05%
+134,941
11
$4.17M 3.03%
+29,328
12
$3.92M 2.85%
+33,928
13
$3.73M 2.72%
+125,357
14
$3.66M 2.66%
+43,644
15
$2.71M 1.98%
+86,591
16
$2.67M 1.94%
+20,502
17
$2.63M 1.91%
+63,270
18
$2.42M 1.76%
+45,924
19
$2.15M 1.56%
+39,557
20
$1.87M 1.36%
+37,878
21
$1.81M 1.32%
+35,888
22
$1.42M 1.03%
+54,682
23
$1.4M 1.02%
+31,870
24
$1.33M 0.97%
+33,172
25
$1.3M 0.95%
+15,381
1
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