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
$237M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$2.68M
3 +$2.25M
4
ZTS icon
Zoetis
ZTS
+$1.63M
5
HON icon
Honeywell
HON
+$1.14M

Top Sells

1 +$3.16M
2 +$3.11M
3 +$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$532K
5
TSME icon
Thrivent Small-Mid Cap ESG ETF
TSME
+$485K

Sector Composition

1 Technology 21.24%
2 Healthcare 11.38%
3 Financials 11.09%
4 Consumer Staples 6.19%
5 Industrials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,022