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
$165M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$314K
3
+$305K
4
MSFT icon
Microsoft
MSFT
+$279K
5
SPGI icon
S&P Global
SPGI
+$230K

Top Sells

1
+$827K
2
+$676K
3
+$471K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$73.6K

Sector Composition

1 Technology 17.01%
2 Healthcare 14.48%
3 Financials 13.61%
4 Consumer Staples 7.87%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$962K 0.58%
6,220
52
$912K 0.55%
26,300
53
$859K 0.52%
11,805
+550
54
$797K 0.48%
9,532
55
$776K 0.47%
13,300
56
$759K 0.46%
2,708
-44
57
$708K 0.43%
4,461
+54
58
$693K 0.42%
14,605
+350
59
$679K 0.41%
12,890
60
$660K 0.4%
876
-20
61
$630K 0.38%
6,015
+335
62
$630K 0.38%
4,188
63
$615K 0.37%
2,975
-4,000
64
$575K 0.35%
1,616
65
$521K 0.32%
2,115
66
$483K 0.29%
2,246
-18
67
$466K 0.28%
3,648
-199
68
$456K 0.28%
2,000
69
$452K 0.27%
3,337
+754
70
$451K 0.27%
2,456
71
$447K 0.27%
2,221
72
$429K 0.26%
685
73
$424K 0.26%
3,000
74
$417K 0.25%
12,400
75
$396K 0.24%
8,540
1 2
3
4