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
$192M
AUM Growth
-$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.81M
3 +$1.16M
4
ES icon
Eversource Energy
ES
+$909K
5
AEE icon
Ameren
AEE
+$871K

Top Sells

1 +$2.2M
2 +$2.12M
3 +$579K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$468K
5
WBS icon
Webster Financial
WBS
+$310K

Sector Composition

1 Technology 19.59%
2 Healthcare 12.09%
3 Financials 11.46%
4 Consumer Staples 6.7%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,719
77
-80,575