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
$252M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$656K
3
+$590K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$453K
5
OEF icon
iShares S&P 100 ETF
OEF
+$396K

Top Sells

1
+$3.36M
2
+$2.88M
3
+$2.75M
4
ULTA icon
Ulta Beauty
ULTA
+$2.23M
5
NVDA icon
NVIDIA
NVDA
+$2.07M

Sector Composition

1 Technology 21.4%
2 Financials 12.45%
3 Healthcare 10.79%
4 Industrials 5.33%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.08%
12,977
-889
27
$2.64M 1.05%
+144,075
28
$2.15M 0.85%
3,991
29
$2.13M 0.85%
9,708
-3,214
30
$2.1M 0.84%
17,330
-1,595
31
$1.94M 0.77%
3,729
-579
32
$1.94M 0.77%
7,850
-995
33
$1.92M 0.76%
40,605
-265
34
$1.76M 0.7%
7,604
-1,969
35
$1.69M 0.67%
30,015
-2,305
36
$1.64M 0.65%
8,623
37
$1.6M 0.63%
6,996
-88
38
$1.57M 0.62%
5,423
39
$1.42M 0.57%
18,986
-1,190
40
$1.17M 0.47%
51,519
+4,157
41
$1.15M 0.46%
2,210
42
$1.04M 0.41%
14,081
43
$951K 0.38%
5,426
+280
44
$920K 0.37%
6,360
45
$916K 0.36%
15,950
-3,280
46
$890K 0.35%
3,000
47
$855K 0.34%
3,873
48
$801K 0.32%
39,805
+805
49
$787K 0.31%
9,420
50
$785K 0.31%
5,422
-467
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2
3 4 5