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
$84.9M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$405K
3
+$405K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$375K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$329K

Top Sells

1
+$490K
2
+$481K
3
+$423K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$385K
5
PYPL icon
PayPal
PYPL
+$256K

Sector Composition

1 Technology 10.87%
2 Healthcare 4.72%
3 Financials 4.17%
4 Industrials 2.44%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$344K 0.41%
1,881
+250
52
$335K 0.39%
2,489
53
$320K 0.38%
3,906
-141
54
$319K 0.38%
6,942
+1,100
55
$317K 0.37%
3,837
-5,930
56
$311K 0.37%
4,013
-2,392
57
$310K 0.37%
3,004
58
$300K 0.35%
15,888
+2
59
$297K 0.35%
5,327
+753
60
$292K 0.34%
21,535
+3,943
61
$281K 0.33%
1,727
62
$274K 0.32%
19,665
-6,902
63
$270K 0.32%
+2,507
64
$270K 0.32%
1,500
65
$267K 0.31%
1,315
66
$267K 0.31%
5,156
-244
67
$265K 0.31%
25,489
68
$264K 0.31%
1,927
69
$263K 0.31%
2,219
+400
70
$260K 0.31%
2,741
71
$260K 0.31%
351
72
$252K 0.3%
+3,184
73
$251K 0.3%
45,000
74
$250K 0.29%
+1,541
75
$250K 0.29%
9,681
1 2
3
4 5