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
$199M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.34M
3
+$2.31M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.31M
5
LHX icon
L3Harris
LHX
+$362K

Top Sells

1
+$2.88M
2
+$1.33M
3
+$1.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$264K
5
AMGN icon
Amgen
AMGN
+$218K

Sector Composition

1 Technology 20.85%
2 Financials 12.31%
3 Healthcare 12.04%
4 Consumer Staples 5.51%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.1%
6,827
27
$2.16M 1.08%
9,568
28
$2.14M 1.08%
4,110
-8
29
$2.14M 1.07%
3,971
-6
30
$2.12M 1.06%
80,575
31
$1.86M 0.93%
12,814
-24
32
$1.85M 0.93%
6,195
33
$1.79M 0.9%
15,042
-26
34
$1.64M 0.82%
8,442
-23
35
$1.61M 0.81%
9,364
-91
36
$1.59M 0.8%
12,057
37
$1.59M 0.8%
3,900
38
$1.51M 0.76%
20,176
39
$1.47M 0.73%
7,161
-18
40
$1.3M 0.65%
30,800
-200
41
$1.21M 0.61%
9,293
-61
42
$1.17M 0.58%
9,636
-24
43
$1.16M 0.58%
30,770
-55
44
$1.11M 0.56%
40,870
45
$1.07M 0.54%
6,478
46
$1.06M 0.53%
36,492
-380
47
$940K 0.47%
5,975
-20
48
$888K 0.45%
9,418
-10
49
$774K 0.39%
3,175
50
$756K 0.38%
2,210
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