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
$87.7M
AUM Growth
-$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$618K
3
+$572K
4
GLD icon
SPDR Gold Trust
GLD
+$385K
5
MELI icon
Mercado Libre
MELI
+$303K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$812K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$514K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$388K

Sector Composition

1 Technology 11.41%
2 Financials 5.14%
3 Healthcare 4.9%
4 Consumer Discretionary 2.69%
5 Communication Services 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$793K 0.9%
17,823
+624
27
$751K 0.86%
6,445
28
$748K 0.85%
1,575
-248
29
$736K 0.84%
11,184
-300
30
$716K 0.82%
8,558
+7,389
31
$647K 0.74%
12,010
-372
32
$617K 0.7%
11,104
-859
33
$610K 0.7%
32,838
-8,811
34
$608K 0.69%
10,154
-8,587
35
$600K 0.68%
9,420
36
$598K 0.68%
9,767
-619
37
$522K 0.6%
10,130
-1,446
38
$518K 0.59%
6,405
-3,514
39
$507K 0.58%
2,339
+238
40
$489K 0.56%
2,856
-85
41
$455K 0.52%
8,759
-925
42
$453K 0.52%
26,567
-150
43
$424K 0.48%
1,237
44
$423K 0.48%
9,348
-3,089
45
$416K 0.47%
2,546
+24
46
$415K 0.47%
2,489
+1
47
$410K 0.47%
8,505
-1,581
48
$405K 0.46%
1,017
-51
49
$374K 0.43%
1,713
-13
50
$373K 0.43%
5,094
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2
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