LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $375M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$2.63M
3
+$2.03M
4
ADBE icon
Adobe
ADBE
+$2M
5
HUBB icon
Hubbell
HUBB
+$1.76M

Top Sells

1
+$26.8M
2
+$2.98M
3
+$2.4M
4
CPK icon
Chesapeake Utilities
CPK
+$1.6M
5
MTDR icon
Matador Resources
MTDR
+$1.35M

Sector Composition

1 Technology 35.17%
2 Healthcare 10.15%
3 Financials 9.12%
4 Industrials 5.94%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.25%
6,873
-20,332
52
$684K 0.21%
4,335
53
$680K 0.21%
1,399
-514
54
$672K 0.2%
5,048
-2,434
55
$665K 0.2%
1,418
56
$633K 0.19%
603
57
$607K 0.18%
4,242
-502
58
$602K 0.18%
30,631
+14,208
59
$594K 0.18%
1,953
+122
60
$594K 0.18%
8,400
61
$589K 0.18%
888
-902
62
$586K 0.18%
3,917
-2,114
63
$541K 0.16%
1,936
64
$517K 0.16%
3,000
65
$498K 0.15%
2,750
-155
66
$421K 0.13%
2,400
67
$394K 0.12%
4,281
-6,565
68
$390K 0.12%
10,700
-211
69
$385K 0.12%
1,759
-1,451
70
$357K 0.11%
1,050
71
$335K 0.1%
4,830
-27
72
$320K 0.1%
873
-56
73
$307K 0.09%
52,739
+34,188
74
$297K 0.09%
3,969
-3,443
75
$269K 0.08%
1,610
+15
1 2
3
4 5