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
$78M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$279K
3
+$257K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$249K
5
C icon
Citigroup
C
+$240K

Top Sells

1
+$6.62M
2
+$3.72M
3
+$3.03M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.71M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M

Sector Composition

1 Technology 9.37%
2 Financials 4.67%
3 Healthcare 3.41%
4 Consumer Discretionary 2.92%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$707K 0.91%
5,567
27
$605K 0.78%
12,134
-87
28
$590K 0.76%
10,701
-92
29
$571K 0.73%
1,528
+350
30
$566K 0.73%
10,368
31
$536K 0.69%
41,040
+4,000
32
$533K 0.68%
8,586
+232
33
$528K 0.68%
10,986
+2,499
34
$523K 0.67%
11,663
-3,509
35
$511K 0.66%
8,699
-28
36
$499K 0.64%
4,512
37
$466K 0.6%
1,243
+99
38
$438K 0.56%
2,786
-175
39
$429K 0.55%
2,368
+16
40
$418K 0.54%
26,717
41
$417K 0.53%
1,328
+260
42
$414K 0.53%
4,864
+72
43
$392K 0.5%
1,726
44
$378K 0.48%
1,728
+25
45
$367K 0.47%
4,252
-87
46
$354K 0.45%
23,172
-63,152
47
$352K 0.45%
2,488
48
$349K 0.45%
4,473
-11
49
$340K 0.44%
2,441
-93
50
$333K 0.43%
1,237
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