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
$181M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$159K
3
+$30.6K
4
COP icon
ConocoPhillips
COP
+$12.6K
5
ABT icon
Abbott
ABT
+$12.2K

Top Sells

1
+$351K
2
+$155K
3
+$78.8K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K
5
SYK icon
Stryker
SYK
+$15.1K

Sector Composition

1 Technology 19.56%
2 Healthcare 13.31%
3 Financials 11.88%
4 Consumer Staples 6.73%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$657K 0.36%
1,867
52
$657K 0.36%
16,400
53
$588K 0.32%
4,058
-97
54
$565K 0.31%
2,210
55
$548K 0.3%
8,540
56
$521K 0.29%
8,400
57
$501K 0.28%
14,110
58
$495K 0.27%
3,000
59
$479K 0.26%
4,242
60
$463K 0.26%
1,500
61
$439K 0.24%
2,456
62
$420K 0.23%
2,893
63
$414K 0.23%
2,221
64
$399K 0.22%
4,335
65
$395K 0.22%
3,600
66
$370K 0.2%
553
67
$345K 0.19%
18,900
68
$323K 0.18%
1,094
69
$241K 0.13%
699
70
$240K 0.13%
9,700
71
$225K 0.12%
18,000
72
$218K 0.12%
900
1 2
3