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
$195M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$385K
3
+$337K
4
TMUS icon
T-Mobile US
TMUS
+$281K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$227K

Top Sells

1
+$2.59M
2
+$2.13M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.24M

Sector Composition

1 Technology 19.63%
2 Healthcare 15.69%
3 Financials 12.2%
4 Consumer Staples 7.79%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$958K 0.49%
42,205
+2,895
52
$941K 0.48%
2,715
+7
53
$912K 0.47%
31,000
54
$906K 0.46%
1,900
-2,161
55
$856K 0.44%
36,215
56
$833K 0.43%
4,581
+10
57
$802K 0.41%
876
58
$775K 0.4%
33,964
-20,546
59
$763K 0.39%
12,890
60
$763K 0.39%
2,124
+9
61
$760K 0.39%
12,972
+67
62
$715K 0.37%
6,096
+31
63
$707K 0.36%
11,707
+52
64
$690K 0.35%
2,858
-77
65
$589K 0.3%
978
+5
66
$587K 0.3%
14,644
+39
67
$586K 0.3%
1,630
+6
68
$572K 0.29%
8,600
+60
69
$568K 0.29%
3,265
+140
70
$532K 0.27%
2,456
71
$526K 0.27%
3,578
72
$509K 0.26%
2,234
+13
73
$502K 0.26%
2,000
74
$500K 0.26%
4,309
+2,426
75
$491K 0.25%
3,000
1 2
3
4 5