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
$107M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$2.53M
3
+$2.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.38M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.09M

Top Sells

1
+$5.33M
2
+$3.41M
3
+$3.06M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.78M

Sector Composition

1 Technology 6.2%
2 Real Estate 3.76%
3 Consumer Discretionary 3.74%
4 Healthcare 3.23%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.43M 8.78%
108,842
+93,461
2
$7.37M 6.86%
44,678
+15,350
3
$5.61M 5.22%
21,750
-11,865
4
$5.61M 5.22%
29,437
-17,893
5
$5.16M 4.8%
163,999
+29,058
6
$4.59M 4.27%
44,368
-26,907
7
$4.57M 4.25%
91,598
+21,772
8
$4.51M 4.2%
226,871
-15,656
9
$4.28M 3.98%
67,328
-592
10
$3.48M 3.24%
13,450
+419
11
$3.26M 3.04%
107,962
-17,395
12
$3.23M 3.01%
79,902
+33,978
13
$3.15M 2.94%
419,503
+22,063
14
$2.44M 2.27%
19,730
-772
15
$2.26M 2.1%
40,277
-3,367
16
$2.24M 2.09%
+39,849
17
$2.04M 1.9%
70,790
+7,520
18
$1.73M 1.61%
32,749
-6,808
19
$1.67M 1.55%
34,109
-3,769
20
$1.63M 1.52%
34,654
-1,234
21
$1.56M 1.46%
65,371
-21,220
22
$1.2M 1.12%
60,580
+5,898
23
$1.08M 1%
37,865
+4,693
24
$1.04M 0.97%
+44,182
25
$967K 0.9%
6,131
+3,800
1
2 3 4 5