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
$145M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.07M
3
+$1.03M
4
TJX icon
TJX Companies
TJX
+$850K
5
FE icon
FirstEnergy
FE
+$755K

Top Sells

1
+$821K
2
+$808K
3
+$674K
4
CVX icon
Chevron
CVX
+$630K
5
JPM icon
JPMorgan Chase
JPM
+$570K

Sector Composition

1 Healthcare 15.87%
2 Technology 15.36%
3 Financials 11.52%
4 Consumer Staples 7.77%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.26%
2,000
77
$379K 0.26%
4,407
-3,890
78
$376K 0.26%
2,707
+312
79
$357K 0.25%
7,650
80
$357K 0.25%
+685
81
$339K 0.23%
8,595
+865
82
$330K 0.23%
1,187
+33
83
$329K 0.23%
8,500
84
$318K 0.22%
6,873
+152
85
$316K 0.22%
875
86
$314K 0.22%
2,456
87
$311K 0.21%
8,540
88
$302K 0.21%
1,420
89
$301K 0.21%
3,000
90
$300K 0.21%
2,237
91
$277K 0.19%
2,221
92
$265K 0.18%
12,400
93
$245K 0.17%
1,228
+34
94
$229K 0.16%
900
95
$215K 0.15%
+1,883
96
$212K 0.15%
+650
97
– –
-9,277
98
– –
-4,120
99
– –
-4,914
100
– –
-13,264
1 2 3
4
5