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
$222M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$705K
3
+$631K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$243K
5
ZTS icon
Zoetis
ZTS
+$241K

Top Sells

1
+$2.65M
2
+$2.14M
3
+$1.63M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$369K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$242K

Sector Composition

1 Technology 20.11%
2 Financials 12.04%
3 Healthcare 10.87%
4 Industrials 5.29%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.09%
26,650
27
$2.37M 1.07%
9,310
-108
28
$2.36M 1.06%
4,064
29
$2.23M 1%
44,410
30
$2.19M 0.99%
32,870
31
$2.05M 0.92%
19,120
-765
32
$1.87M 0.85%
3,900
33
$1.81M 0.82%
10,716
+1,424
34
$1.74M 0.79%
7,084
35
$1.74M 0.78%
20,176
36
$1.55M 0.7%
40,870
37
$1.54M 0.69%
25,770
+11,790
38
$1.44M 0.65%
5,095
39
$1.36M 0.61%
8,943
-220
40
$1.36M 0.61%
7,529
-200
41
$1.13M 0.51%
8,540
-100
42
$1.04M 0.47%
20,500
43
$999K 0.45%
6,313
44
$929K 0.42%
5,889
-25
45
$906K 0.41%
9,476
-195
46
$882K 0.4%
2,210
47
$818K 0.37%
6,429
48
$809K 0.36%
1,743
-35
49
$683K 0.31%
3,000
50
$645K 0.29%
4,034
1
2
3