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
$169M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$5.2M
3 +$969K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$742K
5
PXD
Pioneer Natural Resource Co.
PXD
+$571K

Top Sells

1 +$2M
2 +$1.03M
3 +$930K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$853K
5
WAL icon
Western Alliance Bancorporation
WAL
+$817K

Sector Composition

1 Technology 16.99%
2 Healthcare 14.34%
3 Financials 11.77%
4 Consumer Staples 6.9%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,514
77
-6,538
78
-9,252