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
$84M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$3.26M
3
+$572K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$560K
5
ARKK icon
ARK Innovation ETF
ARKK
+$512K

Top Sells

1
+$756K
2
+$395K
3
+$376K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$309K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$280K

Sector Composition

1 Technology 6.97%
2 Healthcare 2.62%
3 Financials 2.61%
4 Communication Services 2.27%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$272K 0.32%
3,686
-173
52
$272K 0.32%
3,701
53
$266K 0.32%
+610
54
$265K 0.32%
5,694
55
$251K 0.3%
6,394
-148
56
$247K 0.29%
351
57
$246K 0.29%
45,000
58
$245K 0.29%
+681
59
$244K 0.29%
2,487
-700
60
$238K 0.28%
+1,230
61
$226K 0.27%
+4,854
62
$225K 0.27%
+5,252
63
$224K 0.27%
2,584
+158
64
$223K 0.27%
2,759
-100
65
$218K 0.26%
+1,952
66
$218K 0.26%
+1,301
67
$215K 0.26%
+4,208
68
$213K 0.25%
+4,767
69
$211K 0.25%
+4,100
70
$207K 0.25%
2,874
71
$207K 0.25%
6,687
72
$206K 0.25%
+822
73
$205K 0.24%
+989
74
$182K 0.22%
10,021
75
$180K 0.21%
11,874
+10,692
1 2
3
4