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
$88.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.91M
3
+$7.68M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$4.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.93%
2 Financials 2.94%
3 Communication Services 2.17%
4 Industrials 2.13%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.34%
+2,411
52
$300K 0.34%
+2,835
53
$295K 0.33%
+7,437
54
$293K 0.33%
+4,205
55
$291K 0.33%
+3,638
56
$277K 0.31%
+9,841
57
$272K 0.31%
+3,954
58
$268K 0.3%
+4,604
59
$263K 0.3%
+1,820
60
$260K 0.29%
+2,874
61
$251K 0.28%
+11,871
62
$249K 0.28%
+6,687
63
$242K 0.27%
+1,132
64
$237K 0.27%
+2,780
65
$234K 0.27%
+710
66
$234K 0.27%
+2,762
67
$228K 0.26%
+1,071
68
$227K 0.26%
+4,454
69
$223K 0.25%
+4,647
70
$221K 0.25%
+1,315
71
$220K 0.25%
+681
72
$219K 0.25%
+4,884
73
$211K 0.24%
+1,643
74
$211K 0.24%
+1,500
75
$205K 0.23%
+4,221
1 2
3
4