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
$84M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$3.26M
3
+$572K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$560K
5
ARKK icon
ARK Innovation ETF
ARKK
+$512K

Top Sells

1
+$756K
2
+$395K
3
+$376K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$309K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$280K

Sector Composition

1 Technology 6.97%
2 Healthcare 2.62%
3 Financials 2.61%
4 Communication Services 2.27%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$808K 0.96%
67,764
+271
27
$741K 0.88%
4,149
+125
28
$740K 0.88%
13,521
-360
29
$664K 0.79%
11,103
-119
30
$611K 0.73%
16,252
-6,580
31
$565K 0.67%
6,445
32
$532K 0.63%
7,462
+7,186
33
$492K 0.59%
5,227
-263
34
$465K 0.55%
10,542
+726
35
$456K 0.54%
19,192
+208
36
$445K 0.53%
8,074
+10
37
$416K 0.5%
2,961
38
$409K 0.49%
8,587
-78
39
$386K 0.46%
5,564
-5,690
40
$369K 0.44%
38,840
+8,000
41
$363K 0.43%
1,178
-10
42
$354K 0.42%
1,143
-173
43
$311K 0.37%
4,604
44
$310K 0.37%
2,596
+2
45
$303K 0.36%
7,587
46
$299K 0.36%
1,726
-54
47
$298K 0.35%
20,647
48
$297K 0.35%
26,989
49
$280K 0.33%
4,901
-1,657
50
$275K 0.33%
605
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