LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $351M
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$388K
3
+$356K
4
CHI
Calamos Convertible Opportunities and Income Fund
CHI
+$332K
5
CHY
Calamos Convertible and High Income Fund
CHY
+$310K

Top Sells

1
+$3.36M
2
+$2.82M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$2.06M
5
ADBE icon
Adobe
ADBE
+$2M

Sector Composition

1 Technology 39.1%
2 Healthcare 8.79%
3 Financials 8.07%
4 Industrials 5.42%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$716K 0.22%
2,150
+197
52
$704K 0.21%
603
53
$674K 0.2%
1,418
54
$670K 0.2%
3,921
+4
55
$656K 0.2%
5,048
56
$628K 0.19%
4,046
-196
57
$626K 0.19%
9,438
+1,038
58
$612K 0.18%
13,202
-6,978
59
$602K 0.18%
4,692
-2,181
60
$600K 0.18%
803
-85
61
$589K 0.18%
54,563
+31,686
62
$569K 0.17%
50,734
+28,194
63
$546K 0.16%
1,936
64
$520K 0.16%
12,529
+5,562
65
$512K 0.15%
1,819
+60
66
$477K 0.14%
949
-450
67
$424K 0.13%
10,700
68
$402K 0.12%
+6,990
69
$389K 0.12%
2,400
70
$387K 0.12%
3,000
71
$380K 0.11%
2,020
-730
72
$358K 0.11%
+6,267
73
$352K 0.11%
4,668
+974
74
$345K 0.1%
17,502
-13,129
75
$320K 0.1%
3,969
1 2
3
4