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
$192M
AUM Growth
-$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.81M
3
+$1.16M
4
ES icon
Eversource Energy
ES
+$909K
5
AEE icon
Ameren
AEE
+$871K

Top Sells

1
+$2.2M
2
+$2.12M
3
+$579K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$468K
5
WBS icon
Webster Financial
WBS
+$310K

Sector Composition

1 Technology 19.59%
2 Healthcare 12.09%
3 Financials 11.46%
4 Consumer Staples 6.7%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.38%
8,690
+150
52
$662K 0.34%
1,778
-76
53
$654K 0.34%
2,785
-390
54
$651K 0.34%
9,393
-25
55
$646K 0.34%
2,210
56
$640K 0.33%
13,920
-190
57
$561K 0.29%
16,400
58
$542K 0.28%
3,873
-161
59
$525K 0.27%
1,500
60
$470K 0.24%
8,400
61
$456K 0.24%
4,034
-177
62
$449K 0.23%
2,456
63
$448K 0.23%
3,000
64
$446K 0.23%
2,230
+9
65
$426K 0.22%
3,622
+22
66
$422K 0.22%
2,854
-28
67
$400K 0.21%
4,335
68
$341K 0.18%
528
-23
69
$283K 0.15%
936
-140
70
$257K 0.13%
18,900
71
$242K 0.13%
+900
72
$221K 0.11%
605
-80
73
$211K 0.11%
9,700
74
$194K 0.1%
18,000
75
– –
-6,827
1 2
3
4