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
$131M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$322K
3
+$289K
4
OTIS icon
Otis Worldwide
OTIS
+$279K
5
NXPI icon
NXP Semiconductors
NXPI
+$253K

Top Sells

1
+$605K
2
+$402K
3
+$248K
4
AMAT icon
Applied Materials
AMAT
+$234K
5
NVDA icon
NVIDIA
NVDA
+$123K

Sector Composition

1 Healthcare 14.97%
2 Technology 14.88%
3 Financials 12.72%
4 Consumer Staples 7.74%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$808K 0.62%
13,264
-1,150
52
$737K 0.56%
42,000
53
$704K 0.54%
57,000
54
$686K 0.52%
14,435
+960
55
$682K 0.52%
4,403
+45
56
$681K 0.52%
4,940
+400
57
$678K 0.52%
4,819
+396
58
$659K 0.5%
9,532
+622
59
$657K 0.5%
2,264
+107
60
$597K 0.46%
5,442
+170
61
$591K 0.45%
20,827
+1,150
62
$588K 0.45%
36,000
63
$577K 0.44%
2,720
+178
64
$576K 0.44%
12,890
65
$514K 0.39%
8,596
66
$511K 0.39%
2,573
+283
67
$478K 0.36%
1,616
+55
68
$469K 0.36%
4,000
69
$442K 0.34%
46,560
-13,000
70
$439K 0.34%
4,085
-90
71
$428K 0.33%
4,120
-375
72
$402K 0.31%
2,115
+168
73
$384K 0.29%
20,644
+720
74
$371K 0.28%
1,500
-1,000
75
$361K 0.28%
7,730
+1,190
1 2
3
4