Levy Wealth Management Group LLC Fund Performance

	Fund	Portfolio Manager	Performance 24Q2	AUM	# of Holdings	Performance Rank	Allocation
	Levy Wealth Management Group LLC	Levy Wealth Management Group LLC	2.72%	$390552000	101

Top Holdings Performance History

Levy Wealth Management Group LLC Holdings Map

Top 50 Levy Wealth Management Group LLC Holdings

Trade Value: Δ in % of Portf:

% of Portfolio:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Sector	Date

Largest Stock Buys since Q2 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Largest Stock Sells since Q2 2024:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Portfolio Structure

Sector Allocation over time

Levy Wealth Management Group LLC Performance History

Performance Metric	3-Year Annualized Return	3-Year Cumulative Return	Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

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