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
$195M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$385K
3
+$337K
4
TMUS icon
T-Mobile US
TMUS
+$281K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$227K

Top Sells

1
+$2.59M
2
+$2.13M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.24M

Sector Composition

1 Technology 19.63%
2 Healthcare 15.69%
3 Financials 12.2%
4 Consumer Staples 7.79%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.11%
5,595
+215
102
$217K 0.11%
+441
103
$210K 0.11%
2,705
+110
104
– –
-2,579
105
– –
-7,785
106
– –
-2,250
107
– –
-6,600
108
– –
-8,237
1 2 3 4
5