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

Top Buys

1 +$1.32M
2 +$1.01M
3 +$982K
4
VST icon
Vistra
VST
+$852K
5
CTRE icon
CareTrust REIT
CTRE
+$717K

Top Sells

1 +$241K
2 +$208K
3 +$207K
4
GS icon
Goldman Sachs
GS
+$147K
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$138K

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