LWP

Legacy Wealth Planning Portfolio holdings

AUM $60.4M
1-Year Est. Return 16.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.5M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$1.21M
3
+$775K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$620K
5
BA icon
Boeing
BA
+$480K

Top Sells

1
+$6.82M
2
+$6.74M
3
+$3.79M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.33M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.28M

Sector Composition

1 Technology 6.18%
2 Financials 2.68%
3 Communication Services 2.54%
4 Healthcare 2.19%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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83
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84
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85
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-1,500
86
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-4,249
87
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-4,205
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4