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
$195M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$385K
3
+$337K
4
TMUS icon
T-Mobile US
TMUS
+$281K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$227K

Top Sells

1
+$2.59M
2
+$2.13M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.24M

Sector Composition

1 Technology 19.63%
2 Healthcare 15.69%
3 Financials 12.2%
4 Consumer Staples 7.79%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.07%
13,245
+31
27
$2.1M 1.07%
24,362
+1,250
28
$1.97M 1.01%
10,457
+225
29
$1.94M 0.99%
85,003
+253
30
$1.9M 0.97%
14,082
+6,516
31
$1.88M 0.96%
7,031
-132
32
$1.81M 0.93%
7,179
33
$1.7M 0.87%
11,001
+318
34
$1.58M 0.81%
20,724
+18
35
$1.57M 0.8%
10,840
36
$1.54M 0.79%
23,304
+210
37
$1.54M 0.79%
45,078
+68
38
$1.53M 0.78%
8,791
+14
39
$1.49M 0.76%
13,850
+37
40
$1.47M 0.75%
39,886
+69
41
$1.38M 0.71%
13,370
+27
42
$1.38M 0.71%
20,830
+38
43
$1.36M 0.7%
9,705
-245
44
$1.34M 0.68%
40,735
+100
45
$1.31M 0.67%
14,000
+1,340
46
$1.24M 0.63%
9,565
+33
47
$1.12M 0.58%
9,548
48
$1.09M 0.56%
26,300
49
$1.08M 0.55%
6,321
50
$1.01M 0.52%
6,060
-160
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2
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