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
$158M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.9M
3 +$1.81M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$945K
5
KDP icon
Keurig Dr Pepper
KDP
+$608K

Top Sells

1 +$1.72M
2 +$1.26M
3 +$1.2M
4
DIS icon
Walt Disney
DIS
+$866K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$777K

Sector Composition

1 Technology 17.64%
2 Healthcare 14.81%
3 Financials 12.43%
4 Consumer Staples 7.94%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.91M 1.21%
4,109
-42
27
$1.8M 1.14%
11,210
-35
28
$1.63M 1.04%
22,858
-16,806
29
$1.63M 1.03%
12,834
-1,170
30
$1.61M 1.02%
7,479
-390
31
$1.6M 1.02%
44,210
-1,820
32
$1.55M 0.98%
9,346
+78
33
$1.53M 0.97%
13,068
-550
34
$1.53M 0.97%
7,113
-38
35
$1.5M 0.95%
4,000
36
$1.43M 0.91%
20,176
-5,202
37
$1.36M 0.86%
6,975
-2,534
38
$1.35M 0.85%
6,479
-339
39
$1.27M 0.81%
39,817
+18,990
40
$1.24M 0.78%
8,349
-600
41
$1.23M 0.78%
21,096
+355
42
$1.14M 0.72%
17,904
-520
43
$1.09M 0.69%
10,112
-1,245
44
$1.02M 0.65%
11,640
45
$1.02M 0.64%
9,248
+1,748
46
$1.01M 0.64%
39,585
-2,600
47
$1.01M 0.64%
6,220
48
$1.01M 0.64%
6,405
-750
49
$945K 0.6%
+2,250
50
$897K 0.57%
9,157
+275