LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
+$54.2M (+22%)
Cap. Flow
+$63.9M
Cap. Flow % of AUM
20.9%
Top 10 Holdings %Top 10 Hldgs %
58.23%
Holding
103
New
15
Increased
29
Reduced
33
Closed
6
Top Buys
| 1 | $38M | |
| 2 | $3.51M | |
| 3 | $3.42M | |
| 4 | $3.34M | |
| 5 | $3.18M |
Top Sells
| 1 | $1.21M | |
| 2 | $953K | |
| 3 | $800K | |
| 4 | $741K | |
| 5 | $683K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -13,644 | Closed | – | |||
| $0 | 0% | 0 -3,873 | Closed | – | |||
| $0 | 0% | 0 -4,795 | Closed | – |
