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
$192M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.26M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.67M
5
WMT icon
Walmart
WMT
+$1.65M

Top Sells

1
+$2.18M
2
+$1.58M
3
+$1.54M
4
ADUS icon
Addus HomeCare
ADUS
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$906K

Sector Composition

1 Technology 20.27%
2 Healthcare 14.66%
3 Financials 12.74%
4 Consumer Staples 9.41%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.06%
40,875
+33,225
27
$1.98M 1.03%
85,000
-3
28
$1.96M 1.02%
7,179
29
$1.95M 1.02%
14,261
+179
30
$1.79M 0.93%
13,105
-140
31
$1.76M 0.92%
+33,157
32
$1.75M 0.91%
9,277
+14
33
$1.72M 0.9%
14,867
+4,410
34
$1.69M 0.88%
4,060
-1,515
35
$1.67M 0.87%
+3,672
36
$1.55M 0.81%
9,705
37
$1.55M 0.81%
6,260
-771
38
$1.54M 0.81%
13,899
+529
39
$1.52M 0.79%
45,170
+92
40
$1.52M 0.79%
39,977
+91
41
$1.51M 0.79%
10,840
42
$1.48M 0.77%
8,848
+57
43
$1.4M 0.73%
+8,495
44
$1.34M 0.7%
9,796
-1,205
45
$1.34M 0.7%
9,642
+94
46
$1.31M 0.68%
20,882
+52
47
$1.27M 0.66%
+24,850
48
$1.26M 0.66%
20,751
+27
49
$1.26M 0.66%
40,870
+135
50
$1.21M 0.63%
26,300
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