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
$145M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.07M
3 +$1.03M
4
TJX icon
TJX Companies
TJX
+$850K
5
FE icon
FirstEnergy
FE
+$755K

Top Sells

1 +$821K
2 +$808K
3 +$674K
4
CVX icon
Chevron
CVX
+$630K
5
JPM icon
JPMorgan Chase
JPM
+$570K

Sector Composition

1 Healthcare 15.87%
2 Technology 15.36%
3 Financials 11.52%
4 Consumer Staples 7.77%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,000
102
-6,860
103
-4,000