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
1
$14M 10.61%
56,737
+27,300
2
$9.03M 6.82%
29,273
+7,523
3
$8.89M 6.72%
186,745
+106,843
4
$5.66M 4.28%
18,279
+4,829
5
$5.46M 4.13%
40,608
+20,878
6
$5.05M 3.81%
142,073
-21,926
7
$4.89M 3.69%
53,588
-13,740
8
$4.77M 3.61%
40,738
-3,630
9
$4.19M 3.17%
198,577
-28,294
10
$4.16M 3.14%
72,739
-18,859
11
$3.88M 2.93%
410,076
-9,427
12
$2.74M 2.07%
99,069
+33,698
13
$2.66M 2.01%
16,254
-28,424
14
$2.65M 2.01%
74,645
+3,855
15
$2.59M 1.96%
83,893
-24,069
16
$2.57M 1.94%
37,681
-2,596
17
$2.34M 1.77%
21,390
+17,164
18
$1.95M 1.47%
+41,751
19
$1.75M 1.32%
64,366
+30,168
20
$1.64M 1.24%
32,800
-1,309
21
$1.47M 1.11%
27,193
-5,556
22
$1.38M 1.04%
10,000
+1,120
23
$1.27M 0.96%
6,243
+112
24
$1.25M 0.94%
+25,200
25
$1.24M 0.94%
+12,301
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