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
$88.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.91M
3
+$7.68M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$4.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.93%
2 Financials 2.94%
3 Communication Services 2.17%
4 Industrials 2.13%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 14.67%
+197,526
2
$7.91M 8.96%
+80,642
3
$7.68M 8.7%
+103,098
4
$4.47M 5.07%
+76,268
5
$4M 4.53%
+97,095
6
$3M 3.39%
+31,027
7
$2.74M 3.11%
+15,585
8
$2.39M 2.71%
+56,870
9
$2.18M 2.47%
+29,974
10
$2.17M 2.46%
+25,863
11
$1.95M 2.21%
+26,608
12
$1.78M 2.01%
+20,572
13
$1.39M 1.57%
+10,159
14
$1.38M 1.56%
+4,221
15
$1.29M 1.46%
+86,020
16
$1.29M 1.46%
+7,773
17
$1.22M 1.38%
+6,146
18
$1.2M 1.36%
+8,759
19
$1.17M 1.32%
+82,383
20
$1.15M 1.31%
+39,067
21
$1.14M 1.29%
+9,519
22
$1.11M 1.26%
+19,446
23
$1.07M 1.21%
+6,757
24
$1.03M 1.17%
+10,170
25
$922K 1.04%
+5,638
1
2 3 4