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
$272M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.62M
3
+$1.22M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.05M
5
T icon
AT&T
T
+$1.04M

Top Sells

1
+$635K
2
+$201K
3
+$166K
4
UNH icon
UnitedHealth
UNH
+$102K
5
LOW icon
Lowe's Companies
LOW
+$102K

Sector Composition

1 Technology 20.95%
2 Financials 11.2%
3 Healthcare 11.15%
4 Consumer Staples 6.17%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$922K 0.34%
5,146
+3,736
52
$867K 0.32%
5,889
53
$846K 0.31%
1,839
+339
54
$815K 0.3%
9,420
55
$814K 0.3%
3,000
56
$806K 0.3%
+5,264
57
$802K 0.29%
+39,000
58
$799K 0.29%
3,873
59
$774K 0.28%
1,623
-120
60
$769K 0.28%
+8,730
61
$707K 0.26%
4,335
62
$692K 0.25%
9,627
+1,227
63
$683K 0.25%
3,800
64
$677K 0.25%
6,429
65
$661K 0.24%
3,879
+2,160
66
$623K 0.23%
+4,774
67
$573K 0.21%
603
+103
68
$551K 0.2%
+46,206
69
$533K 0.2%
2,221
70
$530K 0.19%
2,400
-56
71
$522K 0.19%
1,288
+387
72
$513K 0.19%
+6,290
73
$492K 0.18%
7,027
+3,246
74
$490K 0.18%
2,854
75
$470K 0.17%
10,600
1 2
3
4