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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$4.25M
3 +$3.4M
4
V icon
Visa
V
+$3.18M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.35%
2 Financials 11.21%
3 Healthcare 10.55%
4 Industrials 6.62%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$672K 0.58%
+5,573
52
$659K 0.57%
+11,121
53
$645K 0.56%
+11,447
54
$644K 0.56%
+7,299
55
$637K 0.55%
+33,000
56
$624K 0.54%
+9,340
57
$618K 0.54%
+24,000
58
$613K 0.53%
+4,202
59
$599K 0.52%
+13,000
60
$574K 0.5%
+9,596
61
$574K 0.5%
+5,175
62
$564K 0.49%
+5,217
63
$559K 0.49%
+3,093
64
$556K 0.48%
+1,710
65
$533K 0.46%
+14,339
66
$532K 0.46%
+2,500
67
$499K 0.43%
+4,000
68
$498K 0.43%
+17,100
69
$476K 0.41%
+12,610
70
$428K 0.37%
+12,400
71
$411K 0.36%
+15,000
72
$404K 0.35%
+1,759
73
$394K 0.34%
+3,155
74
$373K 0.33%
+3,000
75
$372K 0.32%
+4,659