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
$89.2M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$418K
3
+$331K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$301K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$262K

Top Sells

1
+$14.1M
2
+$5.28M
3
+$352K
4
PYPL icon
PayPal
PYPL
+$261K
5
MU icon
Micron Technology
MU
+$229K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.07%
3 Financials 5.03%
4 Communication Services 2.91%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-409
102
– –
-2,700
103
– –
-894
104
– –
-220
1 2 3 4
5