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
$181M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$159K
3 +$30.6K
4
COP icon
ConocoPhillips
COP
+$12.6K
5
ABT icon
Abbott
ABT
+$12.2K

Top Sells

1 +$351K
2 +$155K
3 +$78.8K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K
5
SYK icon
Stryker
SYK
+$15.1K

Sector Composition

1 Technology 19.56%
2 Healthcare 13.31%
3 Financials 11.88%
4 Consumer Staples 6.73%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.98M 1.09%
3,977
27
$1.93M 1.07%
80,575
28
$1.92M 1.06%
15,068
29
$1.91M 1.06%
9,568
30
$1.73M 0.96%
6,195
31
$1.67M 0.92%
12,838
32
$1.67M 0.92%
8,465
33
$1.57M 0.87%
9,455
34
$1.47M 0.81%
7,218
+150
35
$1.47M 0.81%
3,900
-933
36
$1.44M 0.8%
7,179
37
$1.38M 0.76%
20,176
38
$1.33M 0.73%
37,567
39
$1.22M 0.67%
30,825
40
$1.07M 0.59%
9,642
41
$1.04M 0.57%
40,870
42
$1.03M 0.57%
36,872
+140
43
$1M 0.55%
9,660
44
$1M 0.55%
6,478
45
$978K 0.54%
5,995
46
$966K 0.53%
9,354
+1,539
47
$861K 0.48%
31,000
48
$780K 0.43%
9,428
49
$715K 0.39%
3,175
-350
50
$661K 0.36%
6,665
+127