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
$78.4M
AUM Growth
+$437K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$905K
3
+$601K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$546K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$305K

Top Sells

1
+$8.46M
2
+$1.32M
3
+$1.3M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.03M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$605K

Sector Composition

1 Technology 9.34%
2 Financials 5.35%
3 Healthcare 4.13%
4 Industrials 3.56%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.3%
786
-84
77
$236K 0.3%
4,565
-496
78
$234K 0.3%
1,500
79
$225K 0.29%
6,220
-2,473
80
$224K 0.29%
+635
81
$221K 0.28%
10,021
82
$217K 0.28%
894
83
$216K 0.28%
1,315
84
$215K 0.27%
2,874
85
$211K 0.27%
592
86
$210K 0.27%
+10,500
87
$209K 0.27%
+901
88
$202K 0.26%
3,084
-407
89
$197K 0.25%
+1,877
90
$197K 0.25%
+526
91
$195K 0.25%
45,000
92
$193K 0.25%
+2,576
93
$192K 0.24%
+4,000
94
$191K 0.24%
12,703
95
$121K 0.15%
15,275
96
– –
-19,090
97
– –
-10,200
1 2 3
4