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
1
$14.4M 9.05%
156,530
+116,909
2
$14.2M 8.9%
228,247
-9,960
3
$13.7M 8.64%
43,805
-14,403
4
$8.89M 5.59%
128,635
+100,637
5
$7.79M 4.9%
20,849
-13,818
6
$7.15M 4.5%
19,058
+3,146
7
$6.82M 4.29%
51,402
+1,389
8
$5.8M 3.65%
262,588
-8,463
9
$3.82M 2.4%
374,158
-6,795
10
$3.47M 2.18%
75,430
-3,470
11
$3.44M 2.17%
24,404
-49,157
12
$3.32M 2.09%
107,804
-19,565
13
$2.79M 1.75%
73,585
-100,092
14
$2.78M 1.75%
82,386
-2,615
15
$2.68M 1.68%
24,594
+16,059
16
$2.31M 1.45%
36,282
-5,153
17
$2.02M 1.27%
14,633
+3,950
18
$1.75M 1.1%
31,744
-9,115
19
$1.64M 1.03%
32,876
+243
20
$1.55M 0.98%
6,600
-828
21
$1.51M 0.95%
33,541
-755
22
$1.49M 0.93%
9,120
+700
23
$1.48M 0.93%
12,780
+10,399
24
$1.38M 0.87%
31,550
+2,300
25
$1.33M 0.84%
15,820
-1,982
1
2 3 4 5