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
$84.9M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$438K
2
+$405K
3
+$405K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$375K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$329K

Top Sells

1
+$490K
2
+$481K
3
+$423K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$385K
5
PYPL icon
PayPal
PYPL
+$256K

Sector Composition

1 Technology 10.87%
2 Healthcare 4.72%
3 Financials 4.17%
4 Industrials 2.44%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 15.01%
121,913
-4,598
2
$7M 8.25%
110,001
-6,044
3
$4.97M 5.85%
28,469
-615
4
$4.85M 5.71%
30,546
+2,755
5
$2.69M 3.16%
9,670
-296
6
$2.16M 2.54%
6,996
+209
7
$2.14M 2.52%
22,243
+3,423
8
$2.04M 2.4%
40,869
+1,371
9
$2M 2.36%
11,385
+1,170
10
$1.95M 2.3%
7,864
+1,634
11
$1.89M 2.22%
12,593
+1,031
12
$1.61M 1.9%
7,082
-69
13
$1.56M 1.84%
5,507
14
$1.27M 1.5%
3,606
-12
15
$1.19M 1.4%
91,116
+1,961
16
$1.02M 1.21%
6,178
+45
17
$1M 1.18%
5,556
18
$971K 1.14%
5,069
19
$967K 1.14%
35,450
-950
20
$930K 1.1%
82,125
+5,406
21
$912K 1.07%
13,215
+1,830
22
$853K 1%
15,977
+4,873
23
$835K 0.98%
31,900
+11,800
24
$826K 0.97%
15,969
+3,959
25
$805K 0.95%
4,940
-120
1
2 3 4 5