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
101
– –
-360
102
– –
-7,586
103
– –
-960
104
– –
-511
105
– –
-2,700
106
– –
-1,360
107
– –
-9,348
108
– –
-10,637
1 2 3 4
5