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
$192M
AUM Growth
-$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.81M
3
+$1.16M
4
ES icon
Eversource Energy
ES
+$909K
5
AEE icon
Ameren
AEE
+$871K

Top Sells

1
+$2.2M
2
+$2.12M
3
+$579K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$468K
5
WBS icon
Webster Financial
WBS
+$310K

Sector Composition

1 Technology 19.59%
2 Healthcare 12.09%
3 Financials 11.46%
4 Consumer Staples 6.7%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.15%
44,715
+150
27
$2.06M 1.07%
4,064
-46
28
$2.05M 1.06%
25,269
-602
29
$1.99M 1.03%
9,568
30
$1.84M 0.95%
12,668
-146
31
$1.81M 0.94%
+18,470
32
$1.66M 0.86%
14,920
-122
33
$1.63M 0.85%
6,195
34
$1.62M 0.84%
9,292
-72
35
$1.53M 0.8%
3,900
36
$1.5M 0.78%
20,176
37
$1.45M 0.76%
8,309
-133
38
$1.44M 0.75%
7,084
-77
39
$1.3M 0.68%
30,000
-800
40
$1.27M 0.66%
11,477
-580
41
$1.21M 0.63%
9,163
-473
42
$1.16M 0.6%
40,870
43
$1.1M 0.57%
8,629
-664
44
$1.01M 0.52%
6,478
45
$1M 0.52%
36,077
-415
46
$997K 0.52%
5,914
-61
47
$931K 0.48%
23,085
-7,685
48
$909K 0.47%
+15,630
49
$871K 0.45%
+11,645
50
$770K 0.4%
6,429
-208
1
2
3 4