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
$62.5M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$1.19M
3
+$584K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$541K
5
CRL icon
Charles River Laboratories
CRL
+$355K

Top Sells

1
+$6.03M
2
+$5.46M
3
+$3.3M
4
KMI icon
Kinder Morgan
KMI
+$1.49M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.11M

Sector Composition

1 Technology 6.18%
2 Financials 2.68%
3 Communication Services 2.54%
4 Healthcare 2.19%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694K 1.11%
7,120
+980
27
$644K 1.03%
11,254
-18,720
28
$607K 0.97%
11,222
+17
29
$494K 0.79%
5,490
+110
30
$490K 0.78%
6,445
+400
31
$433K 0.69%
8,064
-66
32
$403K 0.65%
18,984
-991
33
$388K 0.62%
2,961
34
$376K 0.6%
6,054
-97,044
35
$369K 0.59%
9,816
-318
36
$355K 0.57%
+2,813
37
$351K 0.56%
8,665
-1,556
38
$340K 0.54%
1,316
+314
39
$336K 0.54%
3,023
-676
40
$327K 0.52%
6,558
-1,341
41
$309K 0.49%
4,320
-76,322
42
$306K 0.49%
1,188
-37
43
$292K 0.47%
20,647
44
$287K 0.46%
7,587
+150
45
$285K 0.46%
2,594
+183
46
$283K 0.45%
3,859
47
$280K 0.45%
5,969
-70,299
48
$279K 0.45%
2,437
-5,336
49
$276K 0.44%
+276
50
$267K 0.43%
11,029
-2,328
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