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
$87.7M
AUM Growth
-$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$618K
3
+$572K
4
GLD icon
SPDR Gold Trust
GLD
+$385K
5
MELI icon
Mercado Libre
MELI
+$303K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$812K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$514K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$388K

Sector Composition

1 Technology 11.41%
2 Financials 5.14%
3 Healthcare 4.9%
4 Consumer Discretionary 2.69%
5 Communication Services 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$358K 0.41%
5,842
+165
52
$348K 0.4%
729
-405
53
$345K 0.39%
608
-47
54
$345K 0.39%
3,004
-1,860
55
$337K 0.38%
25,489
56
$323K 0.37%
536
-69
57
$319K 0.36%
5,400
-820
58
$310K 0.35%
4,047
-21
59
$303K 0.35%
+225
60
$303K 0.35%
2,590
-321
61
$298K 0.34%
1,927
-329
62
$297K 0.34%
351
63
$290K 0.33%
4,574
+3
64
$289K 0.33%
1,315
65
$288K 0.33%
5,080
-410
66
$278K 0.32%
1,500
67
$264K 0.3%
2,152
-310
68
$264K 0.3%
17,592
-1,453
69
$263K 0.3%
3,521
-591
70
$261K 0.3%
2,437
-2,529
71
$261K 0.3%
1,631
+200
72
$256K 0.29%
1,819
-55
73
$256K 0.29%
+1,360
74
$252K 0.29%
15,886
+2
75
$252K 0.29%
+2,700
1 2
3
4 5