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
$131M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$322K
3
+$289K
4
OTIS icon
Otis Worldwide
OTIS
+$279K
5
NXPI icon
NXP Semiconductors
NXPI
+$253K

Top Sells

1
+$605K
2
+$402K
3
+$248K
4
AMAT icon
Applied Materials
AMAT
+$234K
5
NVDA icon
NVIDIA
NVDA
+$123K

Sector Composition

1 Healthcare 14.97%
2 Technology 14.88%
3 Financials 12.72%
4 Consumer Staples 7.74%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.27%
3,947
+322
77
$350K 0.27%
2,000
78
$337K 0.26%
2,511
+380
79
$305K 0.23%
7,650
80
$304K 0.23%
12,400
81
$301K 0.23%
8,500
82
$292K 0.22%
2,237
83
$289K 0.22%
+1,154
84
$288K 0.22%
875
85
$286K 0.22%
2,395
86
$286K 0.22%
3,000
87
$280K 0.21%
2,456
88
$279K 0.21%
+4,914
89
$270K 0.21%
8,540
90
$262K 0.2%
6,721
+847
91
$253K 0.19%
1,420
+175
92
$253K 0.19%
+2,221
93
$253K 0.19%
6,860
-501
94
$238K 0.18%
+1,194
95
$212K 0.16%
+900
96
$206K 0.16%
+9,277
97
– –
-5,105
98
– –
-10,348
99
– –
-4,612
1 2 3
4