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
$87.5M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$274K
3
+$242K
4
BABA icon
Alibaba
BABA
+$211K
5
ROM icon
ProShares Ultra Technology
ROM
+$205K

Top Sells

1
+$395K
2
+$342K
3
+$286K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$271K
5
ILMN icon
Illumina
ILMN
+$245K

Sector Composition

1 Technology 7.03%
2 Healthcare 2.83%
3 Financials 2.75%
4 Consumer Discretionary 2.45%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$804K 0.92%
3,775
-374
27
$700K 0.8%
7,612
+150
28
$633K 0.72%
12,221
+1,118
29
$604K 0.69%
15,172
-1,080
30
$593K 0.68%
10,793
-2,728
31
$563K 0.64%
6,445
32
$536K 0.61%
5,567
+340
33
$519K 0.59%
8,727
+653
34
$518K 0.59%
10,368
-174
35
$501K 0.57%
37,040
-1,800
36
$499K 0.57%
4,512
-3,571
37
$475K 0.54%
19,700
+508
38
$441K 0.5%
8,354
-233
39
$441K 0.5%
2,961
40
$396K 0.45%
8,487
+900
41
$395K 0.45%
1,178
42
$393K 0.45%
26,717
+6,070
43
$385K 0.44%
1,144
+1
44
$364K 0.42%
1,726
45
$361K 0.41%
4,792
+188
46
$355K 0.41%
4,484
+798
47
$352K 0.4%
2,534
-62
48
$341K 0.39%
1,703
+473
49
$328K 0.38%
4,339
-1,225
50
$312K 0.36%
2,488
+1
1
2
3 4