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
$89.2M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$418K
3
+$331K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$301K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$262K

Top Sells

1
+$14.1M
2
+$5.28M
3
+$352K
4
PYPL icon
PayPal
PYPL
+$261K
5
MU icon
Micron Technology
MU
+$229K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.07%
3 Financials 5.03%
4 Communication Services 2.91%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$382K 0.43%
2,256
52
$382K 0.43%
1,068
53
$369K 0.41%
605
54
$361K 0.4%
2,488
55
$353K 0.4%
2,522
-482
56
$345K 0.39%
25,489
-1,500
57
$343K 0.38%
5,094
58
$321K 0.36%
2,911
+707
59
$306K 0.34%
4,068
-200
60
$305K 0.34%
4,112
+34
61
$301K 0.34%
+2,794
62
$300K 0.34%
13,599
-836
63
$294K 0.33%
510
64
$294K 0.33%
655
65
$289K 0.32%
5,490
66
$287K 0.32%
875
67
$286K 0.32%
19,045
-1,279
68
$284K 0.32%
4,049
69
$282K 0.32%
2,462
70
$281K 0.31%
6,169
71
$277K 0.31%
2,381
72
$277K 0.31%
351
73
$268K 0.3%
6,220
74
$267K 0.3%
2,000
+40
75
$267K 0.3%
2,814
1 2
3
4 5