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
$187M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.01M
3
+$982K
4
VST icon
Vistra
VST
+$852K
5
CTRE icon
CareTrust REIT
CTRE
+$717K

Top Sells

1
+$241K
2
+$208K
3
+$207K
4
GS icon
Goldman Sachs
GS
+$147K
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$138K

Sector Composition

1 Technology 16.79%
2 Healthcare 14.87%
3 Financials 13.07%
4 Consumer Staples 7.13%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.58%
9,532
52
$1.02M 0.55%
6,220
53
$1.02M 0.55%
6,321
+8
54
$1.01M 0.54%
+12,660
55
$982K 0.53%
+39,310
56
$952K 0.51%
9,950
-542
57
$937K 0.5%
26,300
58
$818K 0.44%
11,655
59
$794K 0.43%
2,708
60
$761K 0.41%
4,571
-200
61
$757K 0.4%
12,905
62
$735K 0.39%
876
63
$727K 0.39%
36,215
64
$701K 0.37%
2,115
65
$676K 0.36%
12,890
66
$652K 0.35%
2,935
67
$642K 0.34%
31,000
68
$615K 0.33%
6,065
+50
69
$594K 0.32%
973
70
$570K 0.31%
14,605
71
$565K 0.3%
1,624
+8
72
$519K 0.28%
+14,400
73
$509K 0.27%
2,456
74
$503K 0.27%
3,000
75
$487K 0.26%
3,367
1 2
3
4 5