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
$107M
AUM Growth
-$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.48M
3
+$1.37M
4
CVX icon
Chevron
CVX
+$1.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.23M

Top Sells

1
+$1.85M
2
+$1.14M
3
+$980K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$953K
5
COP icon
ConocoPhillips
COP
+$918K

Sector Composition

1 Healthcare 15.54%
2 Technology 13.52%
3 Financials 12.61%
4 Consumer Staples 8.14%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.04%
3,933
+2,223
27
$1.1M 1.03%
7,132
+5,373
28
$1.06M 0.99%
9,034
+1,547
29
$1.05M 0.98%
+11,295
30
$1.03M 0.96%
4,000
31
$1.02M 0.95%
8,503
+2,168
32
$987K 0.92%
6,843
+2,794
33
$976K 0.91%
35,700
+13,668
34
$959K 0.89%
11,140
+1,133
35
$959K 0.89%
16,147
+4,563
36
$953K 0.89%
+19,030
37
$947K 0.88%
8,200
38
$943K 0.88%
13,945
+6,646
39
$901K 0.84%
6,390
+3,297
40
$891K 0.83%
15,770
+6,432
41
$874K 0.81%
9,134
+3,917
42
$871K 0.81%
11,850
-4,036
43
$863K 0.8%
27,977
+16,530
44
$838K 0.78%
19,899
+15,240
45
$820K 0.76%
+17,144
46
$777K 0.72%
8,612
+6,721
47
$752K 0.7%
14,414
+500
48
$719K 0.67%
9,000
49
$612K 0.57%
10,520
+1,180
50
$605K 0.56%
4,612
+1,184
1
2
3 4 5