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
51
$397K 0.45%
2,256
-190
52
$395K 0.45%
4,004
53
$385K 0.44%
3,485
54
$384K 0.44%
2,488
55
$379K 0.43%
1,068
56
$346K 0.39%
26,989
57
$343K 0.39%
5,094
58
$332K 0.38%
4,268
-205
59
$324K 0.37%
14,435
+1,826
60
$320K 0.36%
605
61
$311K 0.35%
20,324
-649
62
$305K 0.35%
4,078
63
$299K 0.34%
510
64
$295K 0.34%
5,490
-500
65
$294K 0.33%
6,169
66
$290K 0.33%
15,882
+2
67
$287K 0.33%
2,462
68
$286K 0.33%
4,049
69
$282K 0.32%
351
70
$279K 0.32%
875
71
$279K 0.32%
2,814
-25
72
$262K 0.3%
1,500
73
$261K 0.3%
894
74
$259K 0.29%
655
+20
75
$253K 0.29%
4,392
1 2
3
4