LWP

Legacy Wealth Planning Portfolio holdings

AUM $60.4M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
-16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.91M
3
+$7.68M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$4.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.93%
2 Financials 2.94%
3 Communication Services 2.17%
4 Industrials 2.13%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$851K 0.96%
+17,580
27
$778K 0.88%
+14,511
28
$760K 0.86%
+3,354
29
$752K 0.85%
+59,799
30
$750K 0.85%
+5,380
31
$704K 0.8%
+19,975
32
$671K 0.76%
+11,205
33
$660K 0.75%
+6,045
34
$567K 0.64%
+6,140
35
$549K 0.62%
+10,221
36
$515K 0.58%
+7,899
37
$499K 0.57%
+8,130
38
$446K 0.51%
+10,134
39
$432K 0.49%
+2,961
40
$409K 0.46%
+3,699
41
$408K 0.46%
+13,357
42
$394K 0.45%
+1,225
43
$364K 0.41%
+4,141
44
$348K 0.39%
+26,989
45
$343K 0.39%
+3,387
46
$335K 0.38%
+3,859
47
$324K 0.37%
+1,002
48
$319K 0.36%
+1,785
49
$316K 0.36%
+20,647
50
$302K 0.34%
+6,054
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