LWP
Legacy Wealth Planning Portfolio holdings
AUM
$60.4M
1-Year Est. Return
16.48%
1 Year Est. Return
-16.48%
AUM
$69.7M
AUM Growth
-$15.2M
(-18%)
Holding
109
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.05M | |
| 3 | +$983K | |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$976K |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$799K |
Top Sells
| 1 | +$14.5M | |
| 2 | +$10M | |
| 3 | +$487K | |
| 4 |
AT&T
T
|
+$375K |
| 5 |
Microsoft
MSFT
|
+$338K |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Healthcare | 4.46% |
| 3 | Financials | 4.03% |
| 4 | Industrials | 2.25% |
| 5 | Consumer Staples | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
ON24
ONTF
$234M
| – | – |
-12,400
|
|
||
102
Palo Alto Networks
PANW
$145B
| – | – |
-2,178
|
|
||
103
Starbucks
SBUX
$97.7B
| – | – |
-2,494
|
|
||
104
Technology Select Sector SPDR Fund
XLK
$94.9B
| – | – |
-1,313
|
|
||
105
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
| – | – |
-1,228
|
|
||
106
McCormick & Company Non-Voting
MKC
$17.9B
| – | – |
-2,000
|
|
||
107
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-1,935
|
|
||
108
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| – | – |
-4,013
|
|
||
109
Financial Select Sector SPDR Fund
XLF
$54.3B
| – | – |
-5,986
|
|