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
$78M
AUM Growth
-$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$279K
3
+$257K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$249K
5
C icon
Citigroup
C
+$240K

Top Sells

1
+$6.62M
2
+$3.72M
3
+$3.03M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.71M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M

Sector Composition

1 Technology 9.37%
2 Financials 4.67%
3 Healthcare 3.41%
4 Consumer Discretionary 2.92%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.27%
+1,315
77
$209K 0.27%
+894
78
$208K 0.27%
2,874
79
$203K 0.26%
+2,700
80
$197K 0.25%
12,703
81
$196K 0.25%
10,021
82
$188K 0.24%
3,491
-69
83
$162K 0.21%
11,878
+2
84
$121K 0.16%
15,275
85
$55K 0.07%
10,200
86
– –
-719
87
– –
-35,432
88
– –
-2,372
89
– –
-98,562
1 2 3
4