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
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.11M
3
+$1.98M
4
WBS icon
Webster Financial
WBS
+$1.41M
5
LEVI icon
Levi Strauss
LEVI
+$1.39M

Top Sells

1
+$1.55M
2
+$1.52M
3
+$1.48M
4
DIS icon
Walt Disney
DIS
+$1.34M
5
MDLZ icon
Mondelez International
MDLZ
+$1.31M

Sector Composition

1 Technology 19.5%
2 Healthcare 16.22%
3 Financials 14.21%
4 Industrials 8.14%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.17%
9,700
77
$268K 0.16%
9,300
78
$253K 0.15%
1,412
79
$251K 0.15%
650
80
$232K 0.14%
689
81
$219K 0.13%
900
82
$205K 0.12%
4,807
83
– –
-45,170
84
– –
-5,650
85
– –
-11,580
86
– –
-9,796
87
– –
-9,705
88
– –
-12,430
89
– –
-1,631
90
– –
-20,882
91
– –
-30,380
92
– –
-1,000
93
– –
-8,848
94
– –
-2,558
95
– –
-2,000
96
– –
-13,065
97
– –
-581
98
– –
-11,775
99
– –
-441
1 2 3
4