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
$145M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.07M
3
+$1.03M
4
TJX icon
TJX Companies
TJX
+$850K
5
FE icon
FirstEnergy
FE
+$755K

Top Sells

1
+$821K
2
+$808K
3
+$674K
4
CVX icon
Chevron
CVX
+$630K
5
JPM icon
JPMorgan Chase
JPM
+$570K

Sector Composition

1 Healthcare 15.87%
2 Technology 15.36%
3 Financials 11.52%
4 Consumer Staples 7.77%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.53%
57,000
52
$761K 0.52%
9,532
53
$755K 0.52%
+26,300
54
$742K 0.51%
8,882
+3,440
55
$706K 0.49%
+7,500
56
$655K 0.45%
2,752
+32
57
$636K 0.44%
12,890
58
$633K 0.44%
4,403
59
$630K 0.43%
46,560
60
$616K 0.42%
2,264
61
$615K 0.42%
36,000
62
$575K 0.4%
20,827
63
$565K 0.39%
14,435
64
$549K 0.38%
14,430
-14,497
65
$546K 0.38%
1,616
66
$515K 0.35%
+913
67
$500K 0.34%
2,115
68
$492K 0.34%
4,085
69
$486K 0.34%
2,583
+10
70
$434K 0.3%
+13,740
71
$430K 0.3%
8,296
-300
72
$417K 0.29%
1,500
73
$392K 0.27%
3,947
74
$380K 0.26%
20,149
-495
75
$380K 0.26%
2,579
+68
1 2
3
4 5