LWP
Legacy Wealth Planning Portfolio holdings
AUM
$60.4M
This Quarter Return
+7.37%
1 Year Return
-16.48%
3 Year Return
+14.6%
5 Year Return
–
10 Year Return
–
AUM
$87.8M
AUM Growth
+$87.8M
(+12%)
Cap. Flow
+$4.35M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
47.37%
Holding
100
New
5
Increased
35
Reduced
15
Closed
1
Top Buys
| 1 |
iShares MSCI USA Value Factor ETF
VLUE
|
$1.41M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$727K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$239K |
| 4 |
Blackstone
BX
|
$231K |
| 5 |
Abbott
ABT
|
$217K |
Top Sells
| 1 |
Marathon Digital Holdings
MARA
|
$192K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$65.5K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$44K |
| 4 |
Walmart
WMT
|
$42.3K |
| 5 |
Bank of America
BAC
|
$41K |
Sector Composition
| 1 | Technology | 10.03% |
| 2 | Financials | 5.13% |
| 3 | Healthcare | 4.85% |
| 4 | Industrials | 3.25% |
| 5 | Communication Services | 2.77% |
