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
$199M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.34M
3
+$2.31M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.31M
5
LHX icon
L3Harris
LHX
+$362K

Top Sells

1
+$2.88M
2
+$1.33M
3
+$1.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$264K
5
AMGN icon
Amgen
AMGN
+$218K

Sector Composition

1 Technology 20.85%
2 Financials 12.31%
3 Healthcare 12.04%
4 Consumer Staples 5.51%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$741K 0.37%
8,540
52
$707K 0.35%
1,854
-13
53
$688K 0.34%
6,637
-28
54
$638K 0.32%
16,400
55
$560K 0.28%
4,034
-24
56
$531K 0.27%
4,211
-31
57
$523K 0.26%
3,000
58
$515K 0.26%
14,110
59
$512K 0.26%
1,500
60
$506K 0.25%
8,400
61
$467K 0.23%
2,882
-11
62
$455K 0.23%
2,221
63
$422K 0.21%
2,456
64
$386K 0.19%
3,600
65
$384K 0.19%
4,335
66
$381K 0.19%
551
-2
67
$334K 0.17%
1,076
-18
68
$275K 0.14%
685
-14
69
$273K 0.14%
18,900
70
$205K 0.1%
9,700
71
$205K 0.1%
+1,719
72
$166K 0.08%
18,000
73
– –
-9,642
74
– –
-900
75
– –
-11,652
1 2
3
4