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
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.11M
3
+$1.98M
4
WBS icon
Webster Financial
WBS
+$1.41M
5
LEVI icon
Levi Strauss
LEVI
+$1.39M

Top Sells

1
+$1.55M
2
+$1.52M
3
+$1.48M
4
DIS icon
Walt Disney
DIS
+$1.34M
5
MDLZ icon
Mondelez International
MDLZ
+$1.31M

Sector Composition

1 Technology 19.5%
2 Healthcare 16.22%
3 Financials 14.21%
4 Industrials 8.14%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.18%
9,720
+40
27
$1.91M 1.16%
17,258
+2,997
28
$1.9M 1.15%
10,868
29
$1.86M 1.13%
81,400
-3,600
30
$1.83M 1.11%
14,345
+77
31
$1.76M 1.07%
24,925
+11,075
32
$1.61M 0.98%
11,377
+142
33
$1.59M 0.97%
9,277
34
$1.53M 0.93%
33,370
+8,520
35
$1.53M 0.93%
7,179
36
$1.53M 0.93%
6,195
-65
37
$1.45M 0.88%
12,920
-185
38
$1.41M 0.86%
4,060
39
$1.41M 0.85%
+33,340
40
$1.39M 0.84%
+85,155
41
$1.38M 0.84%
3,779
+107
42
$1.33M 0.81%
37,567
-2,410
43
$1.3M 0.79%
+20,220
44
$1.24M 0.75%
8,495
45
$1.22M 0.74%
9,642
46
$1.21M 0.74%
13,488
-411
47
$1.19M 0.72%
10,840
48
$1.15M 0.7%
6,478
-8
49
$1.13M 0.69%
20,751
50
$1.07M 0.65%
40,870
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