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
$84M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$3.26M
3
+$572K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$560K
5
ARKK icon
ARK Innovation ETF
ARKK
+$512K

Top Sells

1
+$756K
2
+$395K
3
+$376K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$309K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$280K

Sector Composition

1 Technology 6.97%
2 Healthcare 2.62%
3 Financials 2.61%
4 Communication Services 2.27%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$110K 0.13%
3,228
-100
77
$52K 0.06%
10,200
78
– –
-5,969
79
– –
-6,054
80
– –
-1,761
81
– –
-4,320
82
– –
-11,029
83
– –
-2,437
84
– –
-2,533
85
– –
-2,805
1 2 3
4