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
$89.2M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$418K
3
+$331K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$301K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$262K

Top Sells

1
+$14.1M
2
+$5.28M
3
+$352K
4
PYPL icon
PayPal
PYPL
+$261K
5
MU icon
Micron Technology
MU
+$229K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.07%
3 Financials 5.03%
4 Communication Services 2.91%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$850K 0.95%
41,649
-1,562
27
$782K 0.88%
1,823
+54
28
$769K 0.86%
6,445
29
$730K 0.82%
17,199
-2,119
30
$729K 0.82%
9,919
-739
31
$721K 0.81%
11,484
32
$677K 0.76%
12,382
+575
33
$617K 0.69%
11,576
-269
34
$611K 0.68%
10,386
-30
35
$601K 0.67%
11,963
36
$568K 0.64%
12,437
-932
37
$543K 0.61%
3,307
+386
38
$523K 0.59%
9,684
+10
39
$494K 0.55%
16,900
40
$493K 0.55%
4,864
41
$489K 0.55%
4,966
+962
42
$489K 0.55%
1,134
+27
43
$475K 0.53%
2,941
44
$469K 0.53%
10,086
-1,500
45
$468K 0.52%
9,420
46
$468K 0.52%
2,101
+300
47
$436K 0.49%
26,717
48
$424K 0.48%
5,677
-1,300
49
$414K 0.46%
1,237
50
$388K 0.43%
1,726
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