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
$272M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.62M
3
+$1.22M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.05M
5
T icon
AT&T
T
+$1.04M

Top Sells

1
+$635K
2
+$201K
3
+$166K
4
UNH icon
UnitedHealth
UNH
+$102K
5
LOW icon
Lowe's Companies
LOW
+$102K

Sector Composition

1 Technology 20.95%
2 Financials 11.2%
3 Healthcare 11.15%
4 Consumer Staples 6.17%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$451K 0.17%
+84,316
77
$433K 0.16%
+756
78
$418K 0.15%
1,330
79
$385K 0.14%
+1,161
80
$372K 0.14%
+1,685
81
$371K 0.14%
+4,388
82
$343K 0.13%
+10,327
83
$340K 0.13%
10,700
+1,000
84
$321K 0.12%
+1,623
85
$296K 0.11%
+1,582
86
$290K 0.11%
900
87
$278K 0.1%
5,975
-13,630
88
$269K 0.1%
+48,944
89
$258K 0.09%
500
-105
90
$242K 0.09%
+3,102
91
$240K 0.09%
+11,375
92
$222K 0.08%
+4,715
93
$214K 0.08%
+820
94
$210K 0.08%
+767
95
$208K 0.08%
+750
96
$206K 0.08%
+3,868
97
– –
-844
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4