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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Equinix
EQIX
$76.9B
| $205K | 0.23% |
+351
| New | +$205K |
|
77
Western Digital
WDC
$27.9B
| $204K | 0.23% |
+3,212
| New | +$204K |
|
78
GE Aerospace
GE
$292B
| $185K | 0.21% |
+16,587
| New | +$185K |
|
79
Prospect Capital
PSEC
$1.38B
| $95K | 0.11% |
+14,700
| New | +$95K |
|