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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$4.25M
3 +$3.4M
4
V icon
Visa
V
+$3.18M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.35%
2 Financials 11.21%
3 Healthcare 10.55%
4 Industrials 6.62%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.18%
+1,240
102
$195K 0.17%
+12,500
103
$142K 0.12%
+10,000