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
$107M
AUM Growth
-$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.48M
3
+$1.37M
4
CVX icon
Chevron
CVX
+$1.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.23M

Top Sells

1
+$1.85M
2
+$1.14M
3
+$980K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$953K
5
COP icon
ConocoPhillips
COP
+$918K

Sector Composition

1 Healthcare 15.54%
2 Technology 13.52%
3 Financials 12.61%
4 Consumer Staples 8.14%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
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