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
$62.5M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$1.19M
3
+$584K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$541K
5
CRL icon
Charles River Laboratories
CRL
+$355K

Top Sells

1
+$6.03M
2
+$5.46M
3
+$3.3M
4
KMI icon
Kinder Morgan
KMI
+$1.49M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.11M

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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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