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
76
$252K 0.29%
1,315
77
$252K 0.29%
1,097
+10
78
$246K 0.28%
2,204
79
$244K 0.28%
6,220
80
$242K 0.28%
4,568
+3
81
$242K 0.28%
10,021
82
$242K 0.28%
526
83
$242K 0.28%
777
-9
84
$239K 0.27%
+1,960
85
$236K 0.27%
7,586
86
$231K 0.26%
+2,381
87
$229K 0.26%
2,700
88
$222K 0.25%
607
+15
89
$217K 0.25%
+1,874
90
$209K 0.24%
2,576
91
$207K 0.24%
951
+50
92
$207K 0.24%
3,084
93
$206K 0.23%
2,874
94
$202K 0.23%
1,932
+55
95
$202K 0.23%
+220
96
$200K 0.23%
+409
97
$196K 0.22%
12,703
98
$190K 0.22%
45,000
99
$127K 0.14%
15,275
100
– –
-4,000
1 2 3
4