LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $375M
1-Year Est. Return 24.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.33%
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
+$1.87M
2
+$1.75M
3
+$1.73M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$867K
5
KDP icon
Keurig Dr Pepper
KDP
+$562K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$777K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$766K

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
1 2 3 4
5