LWP
Legacy Wealth Planning Portfolio holdings
AUM
$60.4M
This Quarter Return
+11.6%
1 Year Return
-16.48%
3 Year Return
+14.6%
5 Year Return
–
10 Year Return
–
AUM
$78M
AUM Growth
+$78M
(-11%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-20.13%
Top 10 Holdings %
Top 10 Hldgs %
52.89%
Holding
89
New
10
Increased
28
Reduced
24
Closed
4
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$2.02M |
| 2 |
iShares US Technology ETF
IYW
|
$312K |
| 3 |
Exxon Mobil
XOM
|
$279K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$257K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$249K |
Top Sells
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$6.62M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.72M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$3.03M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.71M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.49M |
Sector Composition
| 1 | Technology | 9.37% |
| 2 | Financials | 4.67% |
| 3 | Healthcare | 3.41% |
| 4 | Consumer Discretionary | 2.92% |
| 5 | Communication Services | 2.83% |
