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
$165M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$342K
2 +$314K
3 +$305K
4
MSFT icon
Microsoft
MSFT
+$279K
5
SPGI icon
S&P Global
SPGI
+$230K

Top Sells

1 +$827K
2 +$676K
3 +$471K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$73.6K

Sector Composition

1 Technology 17.01%
2 Healthcare 14.48%
3 Financials 13.61%
4 Consumer Staples 7.87%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.9M 1.15%
14,308
-95
27
$1.87M 1.13%
4,094
-15
28
$1.84M 1.12%
34,362
+450
29
$1.8M 1.09%
23,276
+418
30
$1.69M 1.03%
45,010
+800
31
$1.59M 0.97%
7,113
32
$1.59M 0.96%
4,000
33
$1.58M 0.96%
13,343
+275
34
$1.54M 0.93%
6,979
+500
35
$1.53M 0.93%
7,591
+112
36
$1.47M 0.89%
9,346
37
$1.46M 0.89%
20,706
+530
38
$1.37M 0.83%
39,817
39
$1.33M 0.8%
40,635
+1,050
40
$1.29M 0.78%
13,690
41
$1.22M 0.74%
20,792
-304
42
$1.21M 0.74%
8,577
+228
43
$1.21M 0.73%
10,572
+460
44
$1.2M 0.73%
11,640
45
$1.19M 0.72%
17,904
46
$1.08M 0.66%
6,583
+178
47
$1.07M 0.65%
2,250
48
$1.06M 0.64%
9,248
49
$1.01M 0.61%
9,157
50
$963K 0.58%
72,160
+25,600