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
$87.8M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$727K
3
+$239K
4
BX icon
Blackstone
BX
+$231K
5
ABT icon
Abbott
ABT
+$217K

Top Sells

1
+$192K
2
+$65.5K
3
+$44K
4
WMT icon
Walmart
WMT
+$42.3K
5
BAC icon
Bank of America
BAC
+$41K

Sector Composition

1 Technology 10.03%
2 Financials 5.13%
3 Healthcare 4.85%
4 Industrials 3.25%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 1.01%
5,689
+131
27
$853K 0.97%
6,445
28
$796K 0.91%
19,318
-995
29
$785K 0.89%
10,658
-889
30
$757K 0.86%
1,769
+212
31
$691K 0.79%
11,484
+150
32
$665K 0.76%
11,845
+121
33
$657K 0.75%
10,416
-400
34
$647K 0.74%
11,807
-803
35
$645K 0.73%
6,977
+825
36
$616K 0.7%
13,369
+734
37
$602K 0.69%
11,963
38
$545K 0.62%
11,586
-900
39
$542K 0.62%
9,674
-267
40
$485K 0.55%
2,941
41
$484K 0.55%
2,921
42
$483K 0.55%
4,864
43
$476K 0.54%
1,107
44
$454K 0.52%
9,420
+2,920
45
$451K 0.51%
16,900
+6,400
46
$441K 0.5%
26,717
47
$436K 0.5%
1,237
48
$421K 0.48%
1,726
49
$421K 0.48%
1,801
50
$405K 0.46%
3,004
+2
1
2
3 4