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
$87.5M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$274K
3
+$242K
4
BABA icon
Alibaba
BABA
+$211K
5
ROM icon
ProShares Ultra Technology
ROM
+$205K

Top Sells

1
+$395K
2
+$342K
3
+$286K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$271K
5
ILMN icon
Illumina
ILMN
+$245K

Sector Composition

1 Technology 7.03%
2 Healthcare 2.83%
3 Financials 2.75%
4 Consumer Discretionary 2.45%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$303K 0.35%
605
52
$297K 0.34%
+1,068
53
$293K 0.34%
5,694
54
$292K 0.33%
2,352
+400
55
$290K 0.33%
26,989
56
$275K 0.31%
7,903
+1,216
57
$274K 0.31%
+1,237
58
$273K 0.31%
4,524
-377
59
$267K 0.31%
351
60
$256K 0.29%
45,000
61
$250K 0.29%
510
-100
62
$243K 0.28%
6,279
-115
63
$230K 0.26%
1,301
64
$230K 0.26%
827
+5
65
$226K 0.26%
2,636
-1,065
66
$225K 0.26%
2,759
67
$224K 0.26%
2,874
68
$211K 0.24%
+719
69
$209K 0.24%
4,764
-488
70
$205K 0.23%
+7,200
71
$205K 0.23%
2,372
-212
72
$202K 0.23%
+2,689
73
$200K 0.23%
+592
74
$174K 0.2%
+12,703
75
$158K 0.18%
10,021
1 2
3
4