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
$272M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.62M
3
+$1.22M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.05M
5
T icon
AT&T
T
+$1.04M

Top Sells

1
+$635K
2
+$201K
3
+$166K
4
UNH icon
UnitedHealth
UNH
+$102K
5
LOW icon
Lowe's Companies
LOW
+$102K

Sector Composition

1 Technology 20.95%
2 Financials 11.2%
3 Healthcare 11.15%
4 Consumer Staples 6.17%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.06%
44,410
27
$2.78M 1.02%
13,168
+500
28
$2.75M 1.01%
14,355
-235
29
$2.66M 0.98%
4,308
+244
30
$2.41M 0.88%
12,922
+5,567
31
$2.4M 0.88%
8,845
-375
32
$2.35M 0.86%
18,925
-25
33
$2.23M 0.82%
5,719
-105
34
$2.11M 0.77%
3,991
+91
35
$1.75M 0.64%
7,084
36
$1.72M 0.63%
40,870
37
$1.65M 0.61%
9,573
+1,033
38
$1.65M 0.61%
5,423
+328
39
$1.62M 0.59%
+82,000
40
$1.6M 0.59%
32,320
-550
41
$1.59M 0.58%
20,176
42
$1.44M 0.53%
8,623
-140
43
$1.31M 0.48%
19,230
-2,435
44
$1.16M 0.42%
59,100
+42,550
45
$1.09M 0.4%
2,210
46
$1.06M 0.39%
51,375
+39,200
47
$1.05M 0.39%
+1,792
48
$1.04M 0.38%
+47,362
49
$1.03M 0.38%
6,360
+47
50
$929K 0.34%
14,081
+4,605
1
2
3 4