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
$78.4M
AUM Growth
+$437K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$905K
3
+$601K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$546K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$305K

Top Sells

1
+$8.46M
2
+$1.32M
3
+$1.3M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.03M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$605K

Sector Composition

1 Technology 9.34%
2 Financials 5.35%
3 Healthcare 4.13%
4 Industrials 3.56%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.47%
4,004
-248
52
$341K 0.44%
1,068
-260
53
$337K 0.43%
26,989
54
$331K 0.42%
2,488
55
$329K 0.42%
4,473
56
$316K 0.4%
6,169
-120
57
$316K 0.4%
605
58
$315K 0.4%
20,973
-2,199
59
$312K 0.4%
5,990
-465
60
$306K 0.39%
5,094
61
$295K 0.38%
4,049
+155
62
$294K 0.38%
4,078
-209
63
$285K 0.36%
+12,609
64
$281K 0.36%
2,462
65
$267K 0.34%
875
66
$264K 0.34%
15,880
+4,002
67
$252K 0.32%
2,839
+100
68
$249K 0.32%
+4,392
69
$244K 0.31%
6,500
-700
70
$243K 0.31%
7,586
71
$242K 0.31%
510
72
$241K 0.31%
2,204
73
$240K 0.31%
1,087
-222
74
$239K 0.3%
351
75
$238K 0.3%
2,700
1 2
3
4