LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $375M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$2.63M
3
+$2.03M
4
ADBE icon
Adobe
ADBE
+$2M
5
HUBB icon
Hubbell
HUBB
+$1.76M

Top Sells

1
+$26.8M
2
+$2.98M
3
+$2.4M
4
CPK icon
Chesapeake Utilities
CPK
+$1.6M
5
MTDR icon
Matador Resources
MTDR
+$1.35M

Sector Composition

1 Technology 35.17%
2 Healthcare 10.15%
3 Financials 9.12%
4 Industrials 5.94%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1%
13,047
-180
27
$3.24M 0.99%
23,831
-899
28
$3.13M 0.95%
4,239
-862
29
$2.89M 0.88%
32,214
+4,208
30
$2.89M 0.88%
16,463
+14,990
31
$2.84M 0.86%
18,194
-595
32
$2.2M 0.67%
39,240
-1,365
33
$2.1M 0.64%
7,604
-1,040
34
$2.06M 0.63%
109,919
-33,956
35
$2M 0.61%
+5,175
36
$1.76M 0.54%
+4,317
37
$1.69M 0.51%
7,595
-255
38
$1.58M 0.48%
6,871
-125
39
$1.56M 0.48%
8,812
+189
40
$1.54M 0.47%
14,275
-7,451
41
$1.53M 0.47%
52,848
-8,168
42
$1.49M 0.45%
5,095
43
$1.37M 0.42%
28,625
-28,330
44
$1.11M 0.34%
2,042
-168
45
$1.1M 0.33%
6,052
-1,009
46
$959K 0.29%
18,399
-6,709
47
$957K 0.29%
3,000
48
$934K 0.28%
45,604
+2,790
49
$932K 0.28%
1,641
50
$860K 0.26%
+20,180
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2
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