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
$78.4M
AUM Growth
+$437K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$905K
3
+$601K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$546K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$305K

Top Sells

1
+$8.46M
2
+$1.32M
3
+$1.3M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.03M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$605K

Sector Composition

1 Technology 9.34%
2 Financials 5.35%
3 Healthcare 4.13%
4 Industrials 3.56%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$809K 1.03%
6,445
27
$799K 1.02%
11,547
-122,196
28
$786K 1%
20,313
-4,938
29
$750K 0.96%
11,724
-410
30
$690K 0.88%
12,610
+1,909
31
$624K 0.8%
11,334
+966
32
$617K 0.79%
1,557
+29
33
$604K 0.77%
10,816
+4,055
34
$579K 0.74%
12,635
+6,664
35
$578K 0.74%
9,941
+1,242
36
$577K 0.74%
11,963
+300
37
$565K 0.72%
12,486
+1,500
38
$546K 0.7%
+6,152
39
$494K 0.63%
37,040
-4,000
40
$483K 0.62%
2,941
+155
41
$467K 0.6%
2,921
+1,200
42
$463K 0.59%
1,237
43
$451K 0.58%
2,446
+78
44
$447K 0.57%
1,726
45
$440K 0.56%
1,107
-136
46
$427K 0.54%
4,864
47
$419K 0.53%
26,717
48
$406K 0.52%
3,002
+561
49
$385K 0.49%
3,485
-1,027
50
$381K 0.49%
1,801
+73
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