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
$187M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.01M
3
+$982K
4
VST icon
Vistra
VST
+$852K
5
CTRE icon
CareTrust REIT
CTRE
+$717K

Top Sells

1
+$241K
2
+$208K
3
+$207K
4
GS icon
Goldman Sachs
GS
+$147K
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$138K

Sector Composition

1 Technology 16.79%
2 Healthcare 14.87%
3 Financials 13.07%
4 Consumer Staples 7.13%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.08%
30,583
27
$1.99M 1.06%
23,112
28
$1.91M 1.02%
24,675
+17,055
29
$1.83M 0.98%
14,208
-25
30
$1.81M 0.97%
9,316
31
$1.81M 0.97%
10,683
+3
32
$1.75M 0.94%
4,061
+61
33
$1.73M 0.92%
7,163
-50
34
$1.67M 0.89%
13,343
35
$1.52M 0.82%
45,010
36
$1.5M 0.8%
13,813
37
$1.46M 0.78%
20,706
38
$1.46M 0.78%
23,094
+780
39
$1.45M 0.78%
84,750
+49,805
40
$1.44M 0.77%
10,840
-600
41
$1.41M 0.75%
7,179
42
$1.36M 0.73%
39,817
43
$1.32M 0.71%
8,777
44
$1.24M 0.66%
8,237
-920
45
$1.22M 0.65%
9,548
46
$1.21M 0.65%
20,792
47
$1.2M 0.64%
40,635
48
$1.19M 0.64%
7,566
49
$1.11M 0.59%
54,510
+35,300
50
$1.08M 0.58%
2,250
1
2
3 4 5