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
$180M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$545K
3
+$514K
4
CTRE icon
CareTrust REIT
CTRE
+$446K
5
VZ icon
Verizon
VZ
+$401K

Top Sells

1
+$823K
2
+$630K
3
+$212K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$197K
5
BSX icon
Boston Scientific
BSX
+$164K

Sector Composition

1 Technology 16.85%
2 Healthcare 13.98%
3 Financials 13.44%
4 Consumer Staples 7.63%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$446K 0.25%
+19,210
77
$407K 0.23%
8,540
78
$405K 0.22%
2,740
+825
79
$401K 0.22%
1,257
+100
80
$401K 0.22%
+7,150
81
$397K 0.22%
6,961
+650
82
$395K 0.22%
1,420
83
$377K 0.21%
3,250
84
$365K 0.2%
2,579
85
$360K 0.2%
7,650
86
$351K 0.19%
5,760
87
$344K 0.19%
2,552
+250
88
$339K 0.19%
11,000
-1,400
89
$336K 0.19%
1,367
-22
90
$319K 0.18%
650
91
$297K 0.16%
561
-20
92
$273K 0.15%
1,883
93
$268K 0.15%
652
94
$266K 0.15%
5,027
95
$257K 0.14%
739
96
$244K 0.14%
1,000
+100
97
$243K 0.13%
1,179
98
$241K 0.13%
1,196
-1,050
99
$227K 0.13%
3,600
100
$208K 0.12%
2,500
1 2 3
4
5