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
$78M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$279K
3
+$257K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$249K
5
C icon
Citigroup
C
+$240K

Top Sells

1
+$6.62M
2
+$3.72M
3
+$3.03M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.71M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M

Sector Composition

1 Technology 9.37%
2 Financials 4.67%
3 Healthcare 3.41%
4 Consumer Discretionary 2.92%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.42%
26,989
52
$327K 0.42%
605
53
$320K 0.41%
8,693
+790
54
$307K 0.39%
1,721
+420
55
$297K 0.38%
5,094
-600
56
$297K 0.38%
6,455
-80,860
57
$296K 0.38%
4,287
-237
58
$279K 0.36%
+6,761
59
$271K 0.35%
5,971
+1,207
60
$258K 0.33%
6,289
+10
61
$258K 0.33%
7,200
62
$257K 0.33%
+1,309
63
$257K 0.33%
45,000
64
$255K 0.33%
510
65
$251K 0.32%
351
66
$249K 0.32%
+870
67
$240K 0.31%
+3,894
68
$237K 0.3%
2,462
-297
69
$236K 0.3%
2,204
-432
70
$232K 0.3%
875
+48
71
$232K 0.3%
+1,500
72
$227K 0.29%
2,739
+50
73
$226K 0.29%
+5,061
74
$214K 0.27%
+7,586
75
$211K 0.27%
592
1 2
3
4