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
$180M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$545K
3
+$514K
4
CTRE icon
CareTrust REIT
CTRE
+$446K
5
VZ icon
Verizon
VZ
+$401K

Top Sells

1
+$823K
2
+$630K
3
+$212K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$197K
5
BSX icon
Boston Scientific
BSX
+$164K

Sector Composition

1 Technology 16.85%
2 Healthcare 13.98%
3 Financials 13.44%
4 Consumer Staples 7.63%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.14%
13,214
+155
27
$2.03M 1.13%
14,233
-75
28
$1.97M 1.09%
23,112
-164
29
$1.88M 1.04%
10,680
-307
30
$1.74M 0.96%
9,316
-30
31
$1.72M 0.95%
4,000
32
$1.67M 0.92%
7,213
+100
33
$1.66M 0.92%
13,343
34
$1.64M 0.91%
45,010
35
$1.58M 0.88%
7,179
+200
36
$1.48M 0.82%
22,314
+4,410
37
$1.44M 0.8%
20,706
38
$1.43M 0.79%
11,440
-200
39
$1.42M 0.79%
7,566
-25
40
$1.4M 0.78%
39,817
41
$1.3M 0.72%
8,777
+200
42
$1.3M 0.72%
20,792
43
$1.28M 0.71%
13,813
+123
44
$1.25M 0.69%
9,548
+300
45
$1.24M 0.69%
40,635
46
$1.1M 0.61%
2,250
47
$1.07M 0.59%
6,220
48
$1.04M 0.58%
10,492
-80
49
$1.04M 0.58%
9,157
50
$1.04M 0.58%
6,313
-270
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