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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$4.25M
3 +$3.4M
4
V icon
Visa
V
+$3.18M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.35%
2 Financials 11.21%
3 Healthcare 10.55%
4 Industrials 6.62%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$342K 0.3%
+23,000
77
$340K 0.3%
+15,000
78
$314K 0.27%
+4,500
79
$311K 0.27%
+8,500
80
$308K 0.27%
+6,419
81
$307K 0.27%
+7,746
82
$307K 0.27%
+3,532
83
$300K 0.26%
+8,235
84
$292K 0.25%
+2,291
85
$290K 0.25%
+1,615
86
$270K 0.24%
+8,540
87
$268K 0.23%
+8,000
88
$256K 0.22%
+3,267
89
$255K 0.22%
+7,460
90
$249K 0.22%
+2,916
91
$243K 0.21%
+8,000
92
$239K 0.21%
+875
93
$238K 0.21%
+5,293
94
$232K 0.2%
+1,300
95
$228K 0.2%
+1,950
96
$226K 0.2%
+9,360
97
$222K 0.19%
+756
98
$217K 0.19%
+900
99
$215K 0.19%
+1,891
100
$207K 0.18%
+1,400