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
$199M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.08M
2 +$2.34M
3 +$2.31M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.31M
5
LHX icon
L3Harris
LHX
+$362K

Top Sells

1 +$2.88M
2 +$1.33M
3 +$1.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$264K
5
AMGN icon
Amgen
AMGN
+$218K

Sector Composition

1 Technology 20.85%
2 Financials 12.31%
3 Healthcare 12.04%
4 Consumer Staples 5.51%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-37,567