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
$78.4M
AUM Growth
+$437K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$905K
3
+$601K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$546K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$305K

Top Sells

1
+$8.46M
2
+$1.32M
3
+$1.3M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.03M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$605K

Sector Composition

1 Technology 9.34%
2 Financials 5.35%
3 Healthcare 4.13%
4 Industrials 3.56%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 16.01%
219,415
+1,913
2
$5.92M 7.55%
+57,734
3
$3.66M 4.67%
27,223
+180
4
$3.57M 4.55%
29,204
+585
5
$2.56M 3.27%
10,536
-1,079
6
$1.79M 2.29%
6,195
7
$1.79M 2.28%
7,598
+23
8
$1.53M 1.96%
9,269
-107
9
$1.47M 1.87%
5,767
+50
10
$1.42M 1.81%
10,535
+601
11
$1.41M 1.8%
27,936
-20,337
12
$1.4M 1.78%
5,079
-619
13
$1.39M 1.77%
13,792
-6,021
14
$1.29M 1.65%
19,839
-20,035
15
$1.22M 1.56%
84,701
-5,877
16
$1.22M 1.56%
5,909
-191
17
$1.15M 1.47%
17,924
+9,338
18
$1.15M 1.46%
9,570
+1,631
19
$1.06M 1.36%
6,880
-660
20
$1.04M 1.33%
6,875
-1,172
21
$1.02M 1.31%
4,005
+280
22
$992K 1.27%
76,505
-7,050
23
$951K 1.21%
41,617
-1,741
24
$905K 1.15%
+13,255
25
$846K 1.08%
5,558
-9
1
2 3 4