LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM
$329M
This Quarter Return
+5.51%
1 Year Return
+18.94%
3 Year Return
+78.53%
5 Year Return
+134.37%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+6.7%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
57.01%
Holding
76
New
5
Increased
7
Reduced
19
Closed
4
Top Buys
| 1 |
Exxon Mobil
XOM
|
$3.21M |
| 2 |
NVIDIA
NVDA
|
$2.96M |
| 3 |
Hershey
HSY
|
$2.68M |
| 4 |
Ulta Beauty
ULTA
|
$2.25M |
| 5 |
Zoetis
ZTS
|
$1.63M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$3.16M |
| 2 |
Walt Disney
DIS
|
$3.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.36M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$532K |
| 5 |
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% |