LWP
Legacy Wealth Planning Portfolio holdings
AUM
$60.4M
1-Year Est. Return
16.48%
This Fund
S&P 500
1 Year Est. Return
-16.48%
AUM
$69.7M
AUM Growth
-$15.2M
(-18%)
Holding
109
Top Buys
| 1 | +$7.21M | |
| 2 | +$3.41M | |
| 3 | +$1.1M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.04M |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$898K |
Top Sells
| 1 | +$10.9M | |
| 2 | +$1.67M | |
| 3 | +$488K | |
| 4 |
Microsoft
MSFT
|
+$357K |
| 5 |
AT&T
T
|
+$357K |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Healthcare | 4.46% |
| 3 | Financials | 4.03% |
| 4 | Industrials | 2.25% |
| 5 | Consumer Staples | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Netflix
NFLX
$402B
| – | – |
-5,390
|
|
||
102
ON24
ONTF
$342M
| – | – |
-12,400
|
|
||
103
Palo Alto Networks
PANW
$136B
| – | – |
-2,178
|
|
||
104
Starbucks
SBUX
$113B
| – | – |
-2,494
|
|
||
105
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
| – | – |
-4,013
|
|
||
106
State Street Financial Select Sector SPDR ETF
XLF
$46.7B
| – | – |
-5,986
|
|
||
107
State Street Technology Select Sector SPDR ETF
XLK
$86.4B
| – | – |
-2,626
|
|
||
108
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
| – | – |
-2,456
|
|
||
109
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
| – | – |
-1,935
|
|