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
$89.2M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$418K
3
+$331K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$301K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$262K

Top Sells

1
+$14.1M
2
+$5.28M
3
+$352K
4
PYPL icon
PayPal
PYPL
+$261K
5
MU icon
Micron Technology
MU
+$229K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.07%
3 Financials 5.03%
4 Communication Services 2.91%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 16.88%
149,600
+78,472
2
$8.35M 9.35%
141,835
-89,763
3
$4.76M 5.34%
33,659
+2,954
4
$4.3M 4.82%
28,192
+169
5
$2.8M 3.14%
10,217
-246
6
$2.56M 2.86%
6,195
7
$2.15M 2.41%
7,632
+47
8
$1.64M 1.84%
7,398
+1,489
9
$1.61M 1.8%
9,512
+22
10
$1.53M 1.72%
11,619
-2,672
11
$1.51M 1.7%
10,835
+21
12
$1.48M 1.66%
5,281
+47
13
$1.42M 1.59%
28,132
+934
14
$1.31M 1.47%
88,763
+280
15
$1.3M 1.45%
16,260
+1,665
16
$1.27M 1.42%
5,767
17
$1.16M 1.3%
18,741
-194
18
$1.14M 1.28%
6,940
-100
19
$1.13M 1.27%
4,153
-32
20
$1.12M 1.25%
10,135
+360
21
$1.03M 1.15%
6,578
-181
22
$1.01M 1.13%
76,779
+135
23
$954K 1.07%
46,040
+400
24
$931K 1.04%
5,689
25
$859K 0.96%
1,169
-19,150
1
2 3 4 5