LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $332M
1-Year Est. Return 24.04%
This Quarter Est. Return
1 Year Est. Return
+24.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.05M
3
+$874K
4
FISV
Fiserv Inc
FISV
+$409K
5
KEY icon
KeyCorp
KEY
+$288K

Top Sells

1
+$2.2M
2
+$1.86M
3
+$1.53M
4
ADBE icon
Adobe
ADBE
+$1.38M
5
BAX icon
Baxter International
BAX
+$1.3M

Sector Composition

1 Technology 19.59%
2 Healthcare 15.31%
3 Financials 14.31%
4 Consumer Staples 7.54%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.14%
900
77
– –
-3,779
78
– –
-20,220
79
– –
-4,807
80
– –
-9,691
81
– –
-650
82
– –
-33,370
83
– –
-9,300
84
– –
-42,920
1 2 3
4