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
$187M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.01M
3
+$982K
4
VST icon
Vistra
VST
+$852K
5
CTRE icon
CareTrust REIT
CTRE
+$717K

Top Sells

1
+$241K
2
+$208K
3
+$207K
4
GS icon
Goldman Sachs
GS
+$147K
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$138K

Sector Composition

1 Technology 16.79%
2 Healthcare 14.87%
3 Financials 13.07%
4 Consumer Staples 7.13%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$467K 0.25%
3,125
+385
77
$444K 0.24%
3,578
-70
78
$435K 0.23%
2,221
79
$428K 0.23%
685
80
$421K 0.23%
2,000
81
$414K 0.22%
8,540
82
$413K 0.22%
1,257
83
$409K 0.22%
1,500
+80
84
$390K 0.21%
5,760
85
$389K 0.21%
6,961
86
$372K 0.2%
1,367
87
$358K 0.19%
2,558
+6
88
$356K 0.19%
6,600
-550
89
$355K 0.19%
7,650
90
$351K 0.19%
650
91
$333K 0.18%
2,950
-300
92
$314K 0.17%
2,579
93
$313K 0.17%
9,700
-1,300
94
$289K 0.15%
561
95
$277K 0.15%
652
96
$274K 0.15%
5,027
97
$251K 0.13%
739
98
$246K 0.13%
1,179
99
$241K 0.13%
1,883
100
$239K 0.13%
1,875
+260
1 2 3
4
5