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
$145M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.07M
3
+$1.03M
4
TJX icon
TJX Companies
TJX
+$850K
5
FE icon
FirstEnergy
FE
+$755K

Top Sells

1
+$821K
2
+$808K
3
+$674K
4
CVX icon
Chevron
CVX
+$630K
5
JPM icon
JPMorgan Chase
JPM
+$570K

Sector Composition

1 Healthcare 15.87%
2 Technology 15.36%
3 Financials 11.52%
4 Consumer Staples 7.77%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.18%
9,750
27
$1.64M 1.13%
46,030
-200
28
$1.63M 1.12%
8,097
+1,465
29
$1.62M 1.12%
9,509
30
$1.62M 1.12%
25,378
+414
31
$1.57M 1.08%
7,151
32
$1.53M 1.06%
9,268
-15
33
$1.47M 1.01%
35,940
-210
34
$1.42M 0.98%
13,618
+4,212
35
$1.4M 0.96%
7,869
+784
36
$1.35M 0.93%
14,004
-5,919
37
$1.34M 0.93%
4,000
38
$1.34M 0.93%
6,818
+47
39
$1.26M 0.87%
8,200
40
$1.24M 0.86%
8,949
+51
41
$1.19M 0.82%
20,741
+361
42
$1.09M 0.75%
18,424
+2,384
43
$1.07M 0.73%
7,155
+2,336
44
$1.04M 0.72%
11,357
+35
45
$1.02M 0.71%
14,235
-8,745
46
$979K 0.68%
6,220
+1,280
47
$855K 0.59%
11,640
+180
48
$784K 0.54%
18,189
-3,228
49
$777K 0.54%
42,000
50
$769K 0.53%
42,185
-270
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2
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