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
$237M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.68M
3
+$2.25M
4
ZTS icon
Zoetis
ZTS
+$1.63M
5
HON icon
Honeywell
HON
+$1.14M

Top Sells

1
+$3.16M
2
+$3.11M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$532K
5
TSME icon
Thrivent Small-Mid Cap ESG ETF
TSME
+$485K

Sector Composition

1 Technology 21.24%
2 Healthcare 11.38%
3 Financials 11.09%
4 Consumer Staples 6.19%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 1.13%
+14,590
27
$2.56M 1.08%
12,668
28
$2.44M 1.03%
44,410
29
$2.25M 0.95%
4,064
30
$2.25M 0.95%
+5,824
31
$2.03M 0.86%
9,220
-90
32
$2.01M 0.85%
18,950
-170
33
$1.96M 0.83%
32,870
34
$1.95M 0.82%
3,900
35
$1.67M 0.71%
40,870
36
$1.61M 0.68%
8,763
-180
37
$1.6M 0.68%
7,084
38
$1.5M 0.63%
20,176
39
$1.42M 0.6%
7,355
-174
40
$1.37M 0.58%
8,540
41
$1.3M 0.55%
5,095
42
$1.23M 0.52%
21,665
-4,105
43
$983K 0.42%
2,210
44
$923K 0.39%
6,313
45
$921K 0.39%
5,889
46
$875K 0.37%
9,476
47
$855K 0.36%
19,605
-895
48
$765K 0.32%
1,743
49
$735K 0.31%
6,429
50
$695K 0.29%
3,000
1
2
3 4