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
$165M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$314K
3
+$305K
4
MSFT icon
Microsoft
MSFT
+$279K
5
SPGI icon
S&P Global
SPGI
+$230K

Top Sells

1
+$827K
2
+$676K
3
+$471K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$73.6K

Sector Composition

1 Technology 17.01%
2 Healthcare 14.48%
3 Financials 13.61%
4 Consumer Staples 7.87%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.22%
3,250
-120
77
$363K 0.22%
1,420
78
$363K 0.22%
2,579
79
$353K 0.21%
1,157
+170
80
$346K 0.21%
7,650
81
$341K 0.21%
6,311
-228
82
$315K 0.19%
17,815
83
$314K 0.19%
+1,389
84
$312K 0.19%
2,302
+405
85
$305K 0.18%
+5,760
86
$282K 0.17%
581
87
$260K 0.16%
5,027
88
$254K 0.15%
1,915
89
$252K 0.15%
1,179
-49
90
$249K 0.15%
650
91
$236K 0.14%
1,883
92
$230K 0.14%
+652
93
$224K 0.14%
900
94
$218K 0.13%
739
95
$214K 0.13%
2,500
96
$201K 0.12%
+3,600
97
– –
-1,500
1 2 3
4