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
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.11M
3
+$1.98M
4
WBS icon
Webster Financial
WBS
+$1.41M
5
LEVI icon
Levi Strauss
LEVI
+$1.39M

Top Sells

1
+$1.55M
2
+$1.52M
3
+$1.48M
4
DIS icon
Walt Disney
DIS
+$1.34M
5
MDLZ icon
Mondelez International
MDLZ
+$1.31M

Sector Composition

1 Technology 19.5%
2 Healthcare 16.22%
3 Financials 14.21%
4 Industrials 8.14%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.62%
4,546
52
$1.01M 0.61%
26,300
53
$969K 0.59%
13,877
-990
54
$904K 0.55%
9,508
-104
55
$867K 0.53%
5,990
-125
56
$798K 0.48%
2,774
57
$736K 0.45%
3,903
+880
58
$721K 0.44%
42,920
-4,360
59
$583K 0.35%
700
60
$566K 0.34%
4,204
-105
61
$539K 0.33%
5,999
-265
62
$534K 0.32%
876
63
$528K 0.32%
8,400
-4,490
64
$470K 0.29%
31,000
65
$437K 0.27%
4,335
66
$435K 0.26%
10,105
+480
67
$429K 0.26%
2,135
68
$422K 0.26%
8,680
69
$416K 0.25%
3,000
70
$410K 0.25%
1,500
71
$398K 0.24%
2,456
72
$393K 0.24%
3,578
73
$333K 0.2%
2,251
74
$308K 0.19%
3,600
-1,000
75
$300K 0.18%
1,094
1 2
3
4