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
$180M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$545K
3
+$514K
4
CTRE icon
CareTrust REIT
CTRE
+$446K
5
VZ icon
Verizon
VZ
+$401K

Top Sells

1
+$823K
2
+$630K
3
+$212K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$197K
5
BSX icon
Boston Scientific
BSX
+$164K

Sector Composition

1 Technology 16.85%
2 Healthcare 13.98%
3 Financials 13.44%
4 Consumer Staples 7.63%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.55%
9,532
52
$979K 0.54%
26,300
53
$825K 0.46%
11,655
-150
54
$783K 0.43%
2,708
55
$775K 0.43%
4,771
+310
56
$766K 0.42%
876
57
$728K 0.4%
+36,215
58
$716K 0.4%
12,905
-395
59
$697K 0.39%
12,890
60
$654K 0.36%
2,935
-40
61
$648K 0.36%
2,115
62
$648K 0.36%
34,945
+17,130
63
$630K 0.35%
6,015
64
$628K 0.35%
14,605
65
$620K 0.34%
31,000
-41,160
66
$590K 0.33%
1,616
67
$545K 0.3%
+7,620
68
$516K 0.29%
2,456
69
$514K 0.28%
+973
70
$496K 0.27%
3,000
71
$487K 0.27%
3,648
72
$487K 0.27%
3,367
+30
73
$468K 0.26%
2,000
74
$457K 0.25%
685
75
$457K 0.25%
2,221
1 2
3
4 5