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
1
$13.8M 15.74%
231,598
+12,183
2
$7.47M 8.51%
71,128
+13,394
3
$4.22M 4.81%
28,023
+800
4
$4.21M 4.79%
30,705
+1,501
5
$2.84M 3.23%
10,463
-73
6
$2.29M 2.61%
6,195
7
$2.06M 2.34%
7,585
-13
8
$1.65M 1.88%
9,490
+221
9
$1.53M 1.75%
14,291
+499
10
$1.52M 1.73%
10,814
+279
11
$1.52M 1.73%
5,234
+155
12
$1.48M 1.68%
20,319
+480
13
$1.38M 1.57%
5,767
14
$1.37M 1.56%
27,198
-738
15
$1.36M 1.55%
88,483
+3,782
16
$1.32M 1.5%
5,909
17
$1.28M 1.46%
9,775
+205
18
$1.27M 1.44%
18,935
+1,011
19
$1.21M 1.38%
7,040
+160
20
$1.16M 1.32%
4,185
+180
21
$1.14M 1.3%
14,595
+1,340
22
$1.07M 1.22%
6,759
-116
23
$1.03M 1.18%
76,644
+139
24
$939K 1.07%
43,211
+1,594
25
$913K 1.04%
45,640
+8,600
1
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