LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $332M
1-Year Est. Return 24.04%
This Quarter Est. Return
1 Year Est. Return
+24.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$3.51M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.34M
5
A icon
Agilent Technologies
A
+$3.18M

Top Sells

1
+$1.21M
2
+$953K
3
+$855K
4
EW icon
Edwards Lifesciences
EW
+$800K
5
V icon
Visa
V
+$741K

Sector Composition

1 Technology 30.19%
2 Healthcare 12.08%
3 Financials 10.57%
4 Industrials 4.95%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 1.04%
+27,205
27
$3.09M 1.01%
18,789
-125
28
$2.94M 0.96%
28,006
+20,276
29
$2.94M 0.96%
+5,101
30
$2.91M 0.95%
56,955
+26,940
31
$2.77M 0.9%
13,227
+250
32
$2.74M 0.89%
13,345
33
$2.67M 0.87%
143,875
-200
34
$2.58M 0.84%
21,726
-8,016
35
$2.12M 0.69%
40,605
36
$1.83M 0.6%
7,850
37
$1.73M 0.56%
61,016
+9,497
38
$1.65M 0.54%
6,996
39
$1.6M 0.52%
12,470
-4,860
40
$1.59M 0.52%
5,095
-328
41
$1.45M 0.47%
8,644
+1,040
42
$1.38M 0.45%
25,108
-86
43
$1.35M 0.44%
8,623
44
$1.22M 0.4%
7,061
+1,635
45
$1.09M 0.36%
2,210
46
$1.02M 0.33%
1,913
+339
47
$971K 0.32%
1,790
+896
48
$923K 0.3%
10,846
+6,578
49
$871K 0.28%
42,814
+3,009
50
$865K 0.28%
7,482
+2,434
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2
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