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
$148M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.05M
3
+$874K
4
FI icon
Fiserv
FI
+$409K
5
KEY icon
KeyCorp
KEY
+$288K

Top Sells

1
+$2.2M
2
+$1.86M
3
+$1.53M
4
ADBE icon
Adobe
ADBE
+$1.38M
5
BAX icon
Baxter International
BAX
+$1.3M

Sector Composition

1 Technology 19.59%
2 Healthcare 15.31%
3 Financials 14.31%
4 Consumer Staples 7.54%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$628K 0.42%
6,138
+139
52
$588K 0.4%
700
53
$557K 0.38%
4,155
-49
54
$528K 0.36%
6,538
-6,950
55
$514K 0.35%
1,905
-869
56
$490K 0.33%
2,733
-1,170
57
$471K 0.32%
8,400
58
$414K 0.28%
2,210
+75
59
$409K 0.28%
+4,371
60
$405K 0.27%
3,000
61
$401K 0.27%
1,500
62
$400K 0.27%
2,456
63
$385K 0.26%
8,680
64
$379K 0.26%
4,335
65
$376K 0.25%
31,000
66
$375K 0.25%
9,145
-960
67
$338K 0.23%
2,978
-600
68
$332K 0.22%
2,251
69
$319K 0.22%
579
-297
70
$314K 0.21%
3,600
71
$302K 0.2%
1,094
72
$297K 0.2%
9,700
73
$288K 0.19%
+18,000
74
$213K 0.14%
699
+10
75
$213K 0.14%
1,412
1 2
3
4