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
$252M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$656K
3
+$590K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$453K
5
OEF icon
iShares S&P 100 ETF
OEF
+$396K

Top Sells

1
+$3.36M
2
+$2.88M
3
+$2.75M
4
ULTA icon
Ulta Beauty
ULTA
+$2.23M
5
NVDA icon
NVIDIA
NVDA
+$2.07M

Sector Composition

1 Technology 21.4%
2 Financials 12.45%
3 Healthcare 10.79%
4 Industrials 5.33%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$781K 0.31%
3,800
52
$767K 0.3%
7,730
+1,301
53
$747K 0.3%
5,048
+274
54
$713K 0.28%
1,574
-265
55
$675K 0.27%
3,917
-1,347
56
$656K 0.26%
+8,405
57
$625K 0.25%
4,335
58
$618K 0.25%
603
59
$613K 0.24%
2,122
+1,372
60
$599K 0.24%
9,627
61
$594K 0.24%
1,418
-205
62
$590K 0.23%
+49,411
63
$561K 0.22%
46,251
+45
64
$556K 0.22%
894
-898
65
$536K 0.21%
2,974
+120
66
$529K 0.21%
7,407
+380
67
$512K 0.2%
1,316
+28
68
$505K 0.2%
1,936
+1,036
69
$493K 0.2%
2,372
+151
70
$453K 0.18%
+8,037
71
$449K 0.18%
2,400
72
$429K 0.17%
13,644
+3,317
73
$422K 0.17%
10,600
74
$412K 0.16%
2,474
-1,405
75
$403K 0.16%
74,976
+26,032
1 2
3
4 5