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
$84.9M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$405K
3
+$405K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$375K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$329K

Top Sells

1
+$490K
2
+$481K
3
+$423K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$385K
5
PYPL icon
PayPal
PYPL
+$256K

Sector Composition

1 Technology 10.87%
2 Healthcare 4.72%
3 Financials 4.17%
4 Industrials 2.44%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$804K 0.95%
6,445
27
$792K 0.93%
12,990
+1,806
28
$722K 0.85%
5,294
-264
29
$682K 0.8%
8,934
+376
30
$681K 0.8%
5,315
+3,163
31
$655K 0.77%
9,875
+994
32
$627K 0.74%
15,218
-2,605
33
$600K 0.71%
1,328
-247
34
$588K 0.69%
10,579
+425
35
$579K 0.68%
1,596
+579
36
$570K 0.67%
31,945
-893
37
$514K 0.61%
1,237
38
$511K 0.6%
1,127
+398
39
$511K 0.6%
2,886
+30
40
$471K 0.55%
9,420
41
$448K 0.53%
9,040
-1,090
42
$441K 0.52%
8,663
-96
43
$427K 0.5%
6,594
+1,500
44
$404K 0.48%
8,130
-375
45
$398K 0.47%
335
+110
46
$389K 0.46%
2,548
+2
47
$376K 0.44%
7,010
+1,930
48
$375K 0.44%
+2,313
49
$362K 0.43%
1,632
-707
50
$351K 0.41%
1,713
1
2
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