LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $351M
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
+$2.5M
2
+$2.09M
3
+$1.38M
4
ES icon
Eversource Energy
ES
+$1.04M
5
AEE icon
Ameren
AEE
+$949K

Top Sells

1
+$2.2M
2
+$2.12M
3
+$603K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$488K
5
WBS icon
Webster Financial
WBS
+$327K

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
1 2 3
4