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
$187M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.18M
3
+$1.1M
4
VST icon
Vistra
VST
+$920K
5
CTRE icon
CareTrust REIT
CTRE
+$797K

Top Sells

1
+$241K
2
+$208K
3
+$207K
4
GS icon
Goldman Sachs
GS
+$152K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$126K

Sector Composition

1 Technology 16.79%
2 Healthcare 14.87%
3 Financials 13.07%
4 Consumer Staples 7.13%
5 Industrials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.11%
1,000
102
$212K 0.11%
3,600
103
$208K 0.11%
+2,595
104
$202K 0.11%
+5,380
105
– –
-2,500
106
– –
-441
107
– –
-1,196
1 2 3 4
5