LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $351M
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
+$1.2M
2
+$1.11M
3
+$1.09M
4
FE icon
FirstEnergy
FE
+$825K
5
TJX icon
TJX Companies
TJX
+$823K

Top Sells

1
+$821K
2
+$808K
3
+$735K
4
DIS icon
Walt Disney
DIS
+$679K
5
JPM icon
JPMorgan Chase
JPM
+$581K

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
1 2 3 4
5