LW
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Legacy Wealth Planning, LLC13F | |
Legacy Wealth Planning, LLC | |
Last update 2022-11-10 | 84 Stocks (6 new) |
Value $60.00 Mil | Turnover 6 % |
Legacy Wealth Planning, LLC Top Holdings of 2022-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 123,570 | 6,662.0 | -2.81% | 11.020 | -0.29% | 0.100 | +13.43% | +6.83% | 16,159.9 | ||
DEW |
WisdomTree Global High Dividend Fund
WisdomTree Global High Dividend Fund
| 122,672 | 5,047.0 | -16.42% | 8.350 | -1.59% | 4.910 | +10.20% | +15.34% | 121.1 | ||
AAPL | Apple Inc | 26,702 | 3,690.0 | -0.56% | 6.110 | -0.03% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
IWY | iShares Russell Top 200 Growth ETF | 30,279 | 3,618.0 | -0.92% | 5.990 | -0.05% | 0.090 | +24.30% | +7.88% | 14,399.2 | ||
COWZ | Pacer US Cash Cows 100 ETF | 75,752 | 3,107.0 | +6.91% | 5.140 | +0.33% | 0.040 | +13.56% | +2.38% | 20,868.5 | ||
IWF | iShares Russell 1000 Growth ETF | 8,641 | 1,818.0 | -10.64% | 3.010 | -0.32% | 0.000 | +25.04% | +8.94% | 113,994.5 | ||
EFG | iShares MSCI EAFE Growth ETF | 21,996 | 1,596.0 | -0.85% | 2.640 | -0.02% | 0.020 | +13.01% | +17.99% | 13,305.0 | ||
VBR | Vanguard Small Cap Value ETF | 11,020 | 1,580.0 | +837.07% | 2.610 | +2.33% | 0.010 | +16.71% | +4.44% | 29,195.0 | ||
VOE | Vanguard Mid-Cap Value ETF | 12,379 | 1,507.0 | -1.36% | 2.490 | -0.03% | 0.010 | +11.76% | +6.47% | 17,813.4 | ||
VBK | Vanguard Small Cap Growth ETF | 7,675 | 1,498.0 | -1.10% | 2.480 | -0.02% | 0.010 | +19.47% | +2.60% | 18,223.6 |
Legacy Wealth Planning, LLC's Historical Top Holdings Breakdowns
Legacy Wealth Planning, LLC Total Holding History ($B)
Legacy Wealth Planning, LLC's Asset Allocation
Legacy Wealth Planning, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Legacy Wealth Planning, LLC's Hypothetical Growth since 2022-09-30
Legacy Wealth Planning, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Legacy Wealth Planning, LLC's Holdings Heat Map
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Legacy Wealth Planning, LLC's Holdings Bubble Chart
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