LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $332M
1-Year Est. Return 24.04%
This Quarter Est. Return
1 Year Est. Return
+24.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$3.51M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.34M
5
A icon
Agilent Technologies
A
+$3.18M

Top Sells

1
+$1.21M
2
+$953K
3
+$855K
4
EW icon
Edwards Lifesciences
EW
+$800K
5
V icon
Visa
V
+$741K

Sector Composition

1 Technology 30.19%
2 Healthcare 12.08%
3 Financials 10.57%
4 Industrials 4.95%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.11%
1,050
-180
77
$322K 0.11%
+6,200
78
$322K 0.11%
+16,423
79
$300K 0.1%
4,857
80
$299K 0.1%
+18,458
81
$289K 0.09%
+3,980
82
$283K 0.09%
+803
83
$281K 0.09%
1,595
+13
84
$267K 0.09%
+13,730
85
$267K 0.09%
+1,473
86
$262K 0.09%
3,694
-1,188
87
$254K 0.08%
500
88
$251K 0.08%
4,706
89
$239K 0.08%
3,246
-702
90
$233K 0.08%
1,111
-103
91
$230K 0.08%
278
92
$228K 0.07%
+850
93
$221K 0.07%
3,045
-11,036
94
$204K 0.07%
+1,640
95
$135K 0.04%
13,365
-32,886
96
$128K 0.04%
13,302
-36,109
97
$102K 0.03%
18,551
-56,425
98
– –
-894
99
– –
-10,600
100
– –
-8,037
1 2 3
4
5