LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $329M
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$4.25M
3 +$3.4M
4
V icon
Visa
V
+$3.18M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.35%
2 Financials 11.21%
3 Healthcare 10.55%
4 Industrials 6.62%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.2M 1.04%
+10,007
27
$1.16M 1.01%
+25,588
28
$1.14M 1%
+11,500
29
$1.09M 0.95%
+11,584
30
$1.06M 0.93%
+5,369
31
$1.06M 0.92%
+3,599
32
$994K 0.87%
+10,435
33
$991K 0.86%
+7,487
34
$968K 0.84%
+9,000
35
$953K 0.83%
+14,500
36
$918K 0.8%
+14,118
37
$903K 0.79%
+14,000
38
$866K 0.75%
+6,335
39
$849K 0.74%
+22,032
40
$846K 0.74%
+15,290
41
$844K 0.74%
+5,835
42
$842K 0.73%
+5,410
43
$812K 0.71%
+11,000
44
$754K 0.66%
+12,924
45
$753K 0.66%
+3,428
46
$752K 0.65%
+5,095
47
$739K 0.64%
+4,049
48
$735K 0.64%
+32,000
49
$707K 0.62%
+9,338
50
$686K 0.6%
+36,280