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
$87.7M
AUM Growth
-$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$618K
3
+$572K
4
GLD icon
SPDR Gold Trust
GLD
+$385K
5
MELI icon
Mercado Libre
MELI
+$303K

Top Sells

1
+$2.53M
2
+$1.7M
3
+$812K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$514K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$388K

Sector Composition

1 Technology 11.41%
2 Financials 5.14%
3 Healthcare 4.9%
4 Consumer Discretionary 2.69%
5 Communication Services 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 15.8%
126,511
-23,089
2
$7.64M 8.72%
116,045
-25,790
3
$5.16M 5.89%
29,084
-4,575
4
$4.82M 5.5%
27,791
-401
5
$3.05M 3.47%
9,966
-251
6
$2.28M 2.6%
6,787
-845
7
$2.08M 2.37%
18,820
+7,201
8
$2.08M 2.37%
5,507
-688
9
$1.99M 2.27%
39,498
+11,366
10
$1.83M 2.08%
10,215
+703
11
$1.75M 2%
6,230
+949
12
$1.74M 1.98%
11,562
+727
13
$1.73M 1.97%
7,151
-247
14
$1.35M 1.54%
89,155
+392
15
$1.08M 1.23%
3,618
-535
16
$1.07M 1.22%
36,400
-9,640
17
$1.04M 1.19%
76,719
-60
18
$1.03M 1.17%
6,133
-445
19
$1.02M 1.16%
5,069
-698
20
$950K 1.08%
5,556
+2,249
21
$905K 1.03%
11,385
-4,875
22
$880K 1%
5,558
-131
23
$846K 0.97%
20,100
+3,200
24
$844K 0.96%
5,060
-1,880
25
$840K 0.96%
8,881
-1,254
1
2 3 4 5