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
$158M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.9M
3 +$1.81M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$945K
5
KDP icon
Keurig Dr Pepper
KDP
+$608K

Top Sells

1 +$1.72M
2 +$1.26M
3 +$1.2M
4
DIS icon
Walt Disney
DIS
+$866K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$777K

Sector Composition

1 Technology 17.64%
2 Healthcare 14.81%
3 Financials 12.43%
4 Consumer Staples 7.94%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,200
102
-9,750