LWP
Legacy Wealth Planning Portfolio holdings
AUM
$60.4M
This Quarter Return
+5.69%
1 Year Return
-16.48%
3 Year Return
+14.6%
5 Year Return
–
10 Year Return
–
AUM
$88.3M
AUM Growth
–
Cap. Flow
+$88.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.06%
Holding
79
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.93% |
| 2 | Financials | 2.94% |
| 3 | Communication Services | 2.17% |
| 4 | Industrials | 2.13% |
| 5 | Consumer Discretionary | 1.68% |
