LWP
Legacy Wealth Planning Portfolio holdings
AUM
$60.4M
This Quarter Return
+7.3%
1 Year Return
-16.48%
3 Year Return
+14.6%
5 Year Return
–
10 Year Return
–
AUM
$78.4M
AUM Growth
+$78.4M
(+0.56%)
Cap. Flow
-$2.86M
Cap. Flow
% of AUM
-3.65%
Top 10 Holdings %
Top 10 Hldgs %
46.26%
Holding
97
New
12
Increased
25
Reduced
31
Closed
2
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.46M |
| 2 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$1.32M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.3M |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$1.03M |
| 5 |
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% |
