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
$62.5M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$1.19M
3
+$584K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$541K
5
CRL icon
Charles River Laboratories
CRL
+$355K

Top Sells

1
+$6.03M
2
+$5.46M
3
+$3.3M
4
KMI icon
Kinder Morgan
KMI
+$1.49M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.11M

Sector Composition

1 Technology 6.18%
2 Financials 2.68%
3 Communication Services 2.54%
4 Healthcare 2.19%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.42%
3,187
-200
52
$260K 0.42%
26,989
53
$253K 0.41%
6,542
+488
54
$251K 0.4%
2,533
-7,637
55
$243K 0.39%
3,701
-440
56
$241K 0.39%
1,780
-5
57
$235K 0.38%
4,604
58
$227K 0.36%
+605
59
$224K 0.36%
2,874
60
$219K 0.35%
351
61
$210K 0.34%
2,859
+24
62
$210K 0.34%
2,426
-336
63
$207K 0.33%
6,687
64
$205K 0.33%
2,805
+25
65
$203K 0.33%
+30,840
66
$201K 0.32%
+5,694
67
$165K 0.26%
1,182
-10,689
68
$143K 0.23%
10,021
+180
69
$132K 0.21%
3,328
70
$132K 0.21%
+1,761
71
$124K 0.2%
+45,000
72
$43K 0.07%
10,200
-4,500
73
– –
-710
74
– –
-3,638
75
– –
-4,647
1 2
3
4