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
$131M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$322K
3
+$289K
4
OTIS icon
Otis Worldwide
OTIS
+$279K
5
NXPI icon
NXP Semiconductors
NXPI
+$253K

Top Sells

1
+$605K
2
+$402K
3
+$248K
4
AMAT icon
Applied Materials
AMAT
+$234K
5
NVDA icon
NVIDIA
NVDA
+$123K

Sector Composition

1 Healthcare 14.97%
2 Technology 14.88%
3 Financials 12.72%
4 Consumer Staples 7.74%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.08%
24,964
+42
27
$1.4M 1.07%
11,655
+360
28
$1.38M 1.06%
36,150
+450
29
$1.34M 1.02%
21,695
+5,548
30
$1.33M 1.01%
14,573
+628
31
$1.32M 1.01%
7,151
32
$1.32M 1.01%
7,761
+65
33
$1.31M 1%
6,632
-500
34
$1.27M 0.97%
9,283
+249
35
$1.24M 0.95%
4,000
36
$1.2M 0.92%
7,085
+242
37
$1.19M 0.91%
8,200
38
$1.18M 0.9%
8,898
+395
39
$1.14M 0.87%
6,771
+381
40
$1.09M 0.84%
21,417
+1,518
41
$1.09M 0.83%
28,927
+950
42
$1.05M 0.8%
11,322
-528
43
$1.04M 0.8%
20,380
+1,350
44
$940K 0.72%
16,040
+270
45
$885K 0.68%
17,508
+364
46
$863K 0.66%
9,406
+794
47
$821K 0.63%
9,000
48
$819K 0.63%
42,455
+1,335
49
$811K 0.62%
8,297
+209
50
$810K 0.62%
11,460
+940
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