LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $375M
1-Year Est. Return 24.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.33%
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
+$12.5M
2
+$5.24M
3
+$969K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$746K
5
PXD
Pioneer Natural Resource Co.
PXD
+$608K

Top Sells

1
+$2M
2
+$1.03M
3
+$930K
4
WAL icon
Western Alliance Bancorporation
WAL
+$888K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$857K

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
– –
-9,252
77
– –
-700
78
– –
-1,412
1 2 3
4