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
$87.5M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$274K
3
+$242K
4
BABA icon
Alibaba
BABA
+$211K
5
ROM icon
ProShares Ultra Technology
ROM
+$205K

Top Sells

1
+$395K
2
+$342K
3
+$286K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$271K
5
ILMN icon
Illumina
ILMN
+$245K

Sector Composition

1 Technology 7.03%
2 Healthcare 2.83%
3 Financials 2.75%
4 Consumer Discretionary 2.45%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$146K 0.17%
11,876
+2
77
$112K 0.13%
+15,275
78
$111K 0.13%
3,560
+332
79
$51K 0.06%
10,200
80
– –
-4,208
81
– –
-4,854
82
– –
-681
83
– –
-989
84
– –
-4,100
85
– –
-4,767
1 2 3
4