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
$87.7M
AUM Growth
-$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$618K
3
+$572K
4
GLD icon
SPDR Gold Trust
GLD
+$385K
5
MELI icon
Mercado Libre
MELI
+$303K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$812K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$514K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$388K

Sector Composition

1 Technology 11.41%
2 Financials 5.14%
3 Healthcare 4.9%
4 Consumer Discretionary 2.69%
5 Communication Services 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.28%
4,049
77
$245K 0.28%
3,962
-130
78
$243K 0.28%
1,680
-320
79
$242K 0.28%
+960
80
$239K 0.27%
7,586
81
$234K 0.27%
2,741
-133
82
$229K 0.26%
1,031
-66
83
$227K 0.26%
4,800
-1,369
84
$227K 0.26%
10,231
-3,368
85
$223K 0.25%
1,540
86
$222K 0.25%
+1,278
87
$221K 0.25%
2,552
-24
88
$215K 0.25%
12,400
89
$213K 0.24%
9,681
-340
90
$212K 0.24%
511
-364
91
$209K 0.24%
1,950
-844
92
$205K 0.23%
+989
93
$204K 0.23%
360
-150
94
$203K 0.23%
+1,727
95
$197K 0.22%
12,703
96
$190K 0.22%
45,000
97
$122K 0.14%
15,275
98
$89K 0.1%
+10,637
99
– –
-2,381
100
– –
-526
1 2 3
4
5