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
$158M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.9M
3 +$1.81M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$945K
5
KDP icon
Keurig Dr Pepper
KDP
+$608K

Top Sells

1 +$1.72M
2 +$1.26M
3 +$1.2M
4
DIS icon
Walt Disney
DIS
+$866K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$777K

Sector Composition

1 Technology 17.64%
2 Healthcare 14.81%
3 Financials 12.43%
4 Consumer Staples 7.94%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$870K 0.55%
9,532
52
$821K 0.52%
13,690
-50
53
$805K 0.51%
26,300
54
$725K 0.46%
2,752
55
$707K 0.45%
12,890
56
$694K 0.44%
11,255
-6,934
57
$647K 0.41%
896
-17
58
$637K 0.4%
13,300
-1,130
59
$608K 0.39%
46,560
60
$601K 0.38%
14,255
-180
61
$587K 0.37%
4,188
-215
62
$577K 0.37%
1,616
63
$577K 0.37%
2,115
64
$535K 0.34%
2,264
65
$502K 0.32%
4,407
66
$480K 0.3%
5,680
-8,555
67
$471K 0.3%
1,500
68
$465K 0.29%
3,847
-100
69
$448K 0.28%
3,370
-715
70
$439K 0.28%
2,583
71
$438K 0.28%
2,000
72
$414K 0.26%
685
73
$381K 0.24%
2,456
74
$374K 0.24%
8,540
75
$368K 0.23%
7,650