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
$148M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.05M
3
+$874K
4
FI icon
Fiserv
FI
+$409K
5
KEY icon
KeyCorp
KEY
+$288K

Top Sells

1
+$2.2M
2
+$1.86M
3
+$1.53M
4
ADBE icon
Adobe
ADBE
+$1.38M
5
BAX icon
Baxter International
BAX
+$1.3M

Sector Composition

1 Technology 19.59%
2 Healthcare 15.31%
3 Financials 14.31%
4 Consumer Staples 7.54%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.23%
27,825
+2,900
27
$1.8M 1.21%
9,568
-1,300
28
$1.77M 1.2%
11,957
+580
29
$1.7M 1.15%
80,825
-575
30
$1.69M 1.14%
14,933
+588
31
$1.51M 1.02%
33,340
32
$1.43M 0.96%
6,195
33
$1.4M 0.94%
7,179
34
$1.39M 0.94%
9,390
+113
35
$1.37M 0.93%
13,120
+200
36
$1.35M 0.91%
37,567
37
$1.23M 0.83%
85,155
38
$1.2M 0.81%
9,642
39
$1.18M 0.8%
8,465
-30
40
$1.18M 0.79%
20,176
-575
41
$1.08M 0.73%
40,870
42
$1.06M 0.71%
6,478
43
$1.04M 0.7%
10,840
44
$1.02M 0.69%
8,994
-16,466
45
$989K 0.67%
4,568
+22
46
$930K 0.63%
30,790
-37,020
47
$861K 0.58%
5,995
+5
48
$796K 0.54%
9,252
-4,625
49
$786K 0.53%
9,508
50
$636K 0.43%
17,200
-9,100
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