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
$195M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$385K
3
+$337K
4
TMUS icon
T-Mobile US
TMUS
+$281K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$227K

Top Sells

1
+$2.59M
2
+$2.13M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.24M

Sector Composition

1 Technology 19.63%
2 Healthcare 15.69%
3 Financials 12.2%
4 Consumer Staples 7.79%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.24%
691
+6
77
$454K 0.23%
1,094
-163
78
$449K 0.23%
6,221
+461
79
$449K 0.23%
1,500
80
$446K 0.23%
1,380
+13
81
$418K 0.21%
2,558
82
$418K 0.21%
650
83
$385K 0.2%
+4,335
84
$384K 0.2%
3,320
-47
85
$369K 0.19%
7,650
86
$353K 0.18%
9,300
-5,100
87
$344K 0.18%
2,950
88
$339K 0.17%
569
+8
89
$337K 0.17%
+6,800
90
$315K 0.16%
9,700
91
$308K 0.16%
652
92
$298K 0.15%
4,705
-322
93
$284K 0.15%
5,650
-1,311
94
$284K 0.15%
3,395
-30,930
95
$281K 0.14%
4,600
+1,000
96
$278K 0.14%
1,185
+6
97
$275K 0.14%
1,955
+80
98
$240K 0.12%
714
-25
99
$227K 0.12%
+1,110
100
$225K 0.12%
1,000
1 2 3
4
5