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
$180M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$775K
2 +$555K
3 +$497K
4
CTRE icon
CareTrust REIT
CTRE
+$452K
5
VZ icon
Verizon
VZ
+$410K

Top Sells

1 +$660K
2 +$630K
3 +$220K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$187K
5
BSX icon
Boston Scientific
BSX
+$161K

Sector Composition

1 Technology 16.85%
2 Healthcare 13.98%
3 Financials 13.44%
4 Consumer Staples 7.63%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.11%
+441
102
$203K 0.11%
+1,615
103
-4,188