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
$169M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.2M
3
+$969K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$742K
5
PXD
Pioneer Natural Resource Co.
PXD
+$571K

Top Sells

1
+$2M
2
+$1.03M
3
+$930K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$853K
5
WAL icon
Western Alliance Bancorporation
WAL
+$817K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.34%
3 Financials 11.77%
4 Consumer Staples 6.9%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.08%
3,977
-23
27
$1.8M 1.07%
12,057
+100
28
$1.72M 1.02%
12,838
-282
29
$1.7M 1.01%
4,833
-2,427
30
$1.66M 0.98%
15,068
+135
31
$1.63M 0.97%
6,195
32
$1.61M 0.96%
7,068
+2,500
33
$1.49M 0.88%
7,179
34
$1.46M 0.86%
30,825
-2,515
35
$1.39M 0.82%
8,465
36
$1.39M 0.82%
9,455
+65
37
$1.34M 0.79%
37,567
38
$1.31M 0.77%
9,642
39
$1.3M 0.77%
20,176
40
$1.17M 0.7%
40,870
41
$1.14M 0.68%
6,478
42
$1.08M 0.64%
5,995
43
$969K 0.57%
+36,732
44
$857K 0.51%
9,660
-1,180
45
$840K 0.5%
14,110
-13,715
46
$771K 0.46%
6,538
+400
47
$742K 0.44%
+3,525
48
$703K 0.42%
9,428
-80
49
$688K 0.41%
16,400
-800
50
$656K 0.39%
7,815
-1,179
1
2
3 4