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
$158M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.9M
3 +$1.81M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$945K
5
KDP icon
Keurig Dr Pepper
KDP
+$608K

Top Sells

1 +$1.72M
2 +$1.26M
3 +$1.2M
4
DIS icon
Walt Disney
DIS
+$866K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$777K

Sector Composition

1 Technology 17.64%
2 Healthcare 14.81%
3 Financials 12.43%
4 Consumer Staples 7.94%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$365K 0.23%
2,579
77
$363K 0.23%
3,000
78
$353K 0.22%
2,221
79
$350K 0.22%
17,815
-2,334
80
$343K 0.22%
6,539
-334
81
$339K 0.21%
12,400
82
$329K 0.21%
1,420
83
$266K 0.17%
1,228
84
$264K 0.17%
1,897
-810
85
$262K 0.17%
987
-200
86
$254K 0.16%
1,883
87
$249K 0.16%
+1,915
88
$247K 0.16%
650
89
$226K 0.14%
+2,500
90
$225K 0.14%
5,027
-3,568
91
$223K 0.14%
+581
92
$207K 0.13%
900
93
$202K 0.13%
+739
94
-8,296
95
-2,237
96
-36,000
97
-42,000
98
-57,000
99
-875
100
-8,500