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
101
– –
-693
102
– –
-597
103
– –
-2,814
104
– –
-2,215
105
– –
-6,980
1 2 3 4
5