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
$88.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
76
$205K 0.23%
+351
77
$204K 0.23%
+4,249
78
$185K 0.21%
+3,328
79
$95K 0.11%
+14,700