LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $332M
1-Year Est. Return 24.04%
This Quarter Est. Return
1 Year Est. Return
+24.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$3.51M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.34M
5
A icon
Agilent Technologies
A
+$3.18M

Top Sells

1
+$1.21M
2
+$953K
3
+$855K
4
EW icon
Edwards Lifesciences
EW
+$800K
5
V icon
Visa
V
+$741K

Sector Composition

1 Technology 30.19%
2 Healthcare 12.08%
3 Financials 10.57%
4 Industrials 4.95%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$843K 0.28%
1,641
-2,350
52
$843K 0.28%
6,031
+2,114
53
$807K 0.26%
3,000
54
$794K 0.26%
4,744
-678
55
$686K 0.22%
+9,767
56
$662K 0.22%
3,000
-800
57
$660K 0.22%
1,418
58
$617K 0.2%
9,930
-6,020
59
$614K 0.2%
7,780
-625
60
$603K 0.2%
1,936
61
$602K 0.2%
8,400
-1,227
62
$585K 0.19%
4,335
63
$571K 0.19%
603
64
$538K 0.18%
7,000
-2,420
65
$504K 0.16%
7,412
+5
66
$500K 0.16%
2,905
-69
67
$496K 0.16%
1,831
-291
68
$449K 0.15%
3,210
+736
69
$427K 0.14%
2,400
70
$391K 0.13%
+1,962
71
$376K 0.12%
10,911
+211
72
$371K 0.12%
2,240
-4,120
73
$356K 0.12%
1,872
-500
74
$340K 0.11%
929
-387
75
$326K 0.11%
+3,349
1 2
3
4 5