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
1
$16.2M 11.44%
58,208
+1,471
2
$12.6M 8.89%
238,207
+51,462
3
$11.6M 8.21%
34,667
+5,394
4
$9.46M 6.69%
73,561
+32,823
5
$6.53M 4.62%
173,677
+31,604
6
$5.83M 4.12%
271,051
+72,474
7
$5.79M 4.1%
50,013
-3,575
8
$5.35M 3.78%
15,912
-2,367
9
$3.92M 2.78%
127,369
+43,476
10
$3.76M 2.66%
380,953
-29,123
11
$2.92M 2.07%
78,900
+4,255
12
$2.78M 1.97%
39,621
+1,940
13
$2.49M 1.76%
85,001
-14,068
14
$2.22M 1.57%
40,859
+13,666
15
$2.16M 1.53%
41,435
-316
16
$1.97M 1.4%
12,090
-4,164
17
$1.69M 1.19%
27,998
-44,741
18
$1.63M 1.15%
32,633
-167
19
$1.44M 1.02%
10,683
-29,925
20
$1.33M 0.94%
8,420
-1,580
21
$1.29M 0.91%
34,296
+15,985
22
$1.25M 0.88%
21,389
+435
23
$1.18M 0.84%
+42,713
24
$1.16M 0.82%
4,184
+3
25
$1.1M 0.78%
5,212
-1,031
1
2 3 4 5