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
$84.9M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$405K
3
+$405K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$375K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$329K

Top Sells

1
+$490K
2
+$481K
3
+$423K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$385K
5
PYPL icon
PayPal
PYPL
+$256K

Sector Composition

1 Technology 10.87%
2 Healthcare 4.72%
3 Financials 4.17%
4 Industrials 2.44%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.29%
433
-175
77
$246K 0.29%
+2,595
78
$245K 0.29%
3,521
79
$243K 0.29%
4,658
-142
80
$235K 0.28%
1,053
+64
81
$231K 0.27%
1,660
-20
82
$229K 0.27%
+5,986
83
$227K 0.27%
1,106
+75
84
$227K 0.27%
2,494
-96
85
$227K 0.27%
+1,228
86
$226K 0.27%
+2,178
87
$225K 0.26%
+2,964
88
$223K 0.26%
3,790
-172
89
$222K 0.26%
2,204
-233
90
$222K 0.26%
10,600
+369
91
$216K 0.25%
4,049
92
$216K 0.25%
2,552
93
$215K 0.25%
1,540
94
$209K 0.25%
1,313
+35
95
$202K 0.24%
539
+3
96
$202K 0.24%
1,935
-15
97
$200K 0.24%
+2,000
98
$163K 0.19%
12,400
99
$155K 0.18%
12,703
100
$108K 0.13%
15,275
1 2 3
4
5