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
$69.7M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

1 +$14.5M
2 +$10M
3 +$487K
4
T icon
AT&T
T
+$375K
5
MSFT icon
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%